Osborn Williams & Donohoe’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,900
| Closed | -$265K | – | 290 |
|
|
2019
Q4 | $265K | Hold |
4,900
| – | – | 0.03% | 279 |
|
|
2019
Q3 | $265K | Sell |
4,900
-190
| -4% | -$10.3K | 0.03% | 279 |
|
|
2019
Q2 | $258K | Hold |
5,090
| – | – | 0.03% | 288 |
|
|
2019
Q1 | $270K | Hold |
5,090
| – | – | 0.03% | 309 |
|
|
2018
Q4 | $237K | Buy |
+5,090
| New | +$237K | 0.04% | 199 |
|