One Wealth Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,677
| Closed | -$238K | – | 93 |
|
|
2020
Q1 | $238K | Sell |
6,677
-610
| -8% | -$21.7K | 0.24% | 67 |
|
|
2019
Q4 | $393K | Buy |
7,287
+1,494
| +26% | +$80.6K | 0.29% | 50 |
|
|
2019
Q3 | $313K | Buy |
+5,793
| New | +$313K | 0.27% | 61 |
|
|
2019
Q2 | – | Sell |
-184
| Closed | -$10K | – | 325 |
|
|
2019
Q1 | $10K | Buy |
+184
| New | +$10K | 0.01% | 318 |
|
|
2018
Q4 | – | Sell |
-171
| Closed | -$11K | – | 316 |
|
|
2018
Q3 | $11K | Buy |
171
+19
| +13% | +$1.22K | 0.01% | 349 |
|
|
2018
Q2 | $8K | Hold |
152
| – | – | 0.01% | 353 |
|
|
2018
Q1 | $9K | Buy |
152
+54
| +55% | +$3.2K | 0.01% | 321 |
|
|
2017
Q4 | $3K | Buy |
+98
| New | +$3K | ﹤0.01% | 487 |
|