Perigon Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-413
| Closed | -$24K | – | 459 |
|
|
2018
Q1 | $24K | Hold |
413
| – | – | 0.01% | 409 |
|
|
2017
Q4 | $27K | Hold |
413
| – | – | 0.01% | 370 |
|
|
2017
Q3 | $23K | Hold |
413
| – | – | 0.01% | 437 |
|
|
2017
Q2 | $26K | Hold |
413
| – | – | 0.01% | 434 |
|
|
2017
Q1 | $22K | Hold |
413
| – | – | ﹤0.01% | 462 |
|
|
2016
Q4 | $24K | Buy |
+413
| New | +$24K | 0.01% | 441 |
|