Personal Capital Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $311K | Buy |
+9,245
| New | +$311K | ﹤0.01% | 376 |
|
|
2021
Q2 | – | Sell |
-3,813
| Closed | -$233K | – | 499 |
|
|
2021
Q1 | $233K | Sell |
3,813
-779
| -17% | -$47.6K | ﹤0.01% | 437 |
|
|
2020
Q4 | $214K | Buy |
+4,592
| New | +$214K | ﹤0.01% | 436 |
|
|
2019
Q4 | – | Sell |
-3,718
| Closed | -$200K | – | 407 |
|
|
2019
Q3 | $200K | Buy |
+3,718
| New | +$200K | ﹤0.01% | 353 |
|
|
2019
Q2 | – | Sell |
-3,886
| Closed | -$202K | – | 338 |
|
|
2019
Q1 | $202K | Buy |
+3,886
| New | +$202K | ﹤0.01% | 316 |
|
|
2017
Q2 | – | Sell |
-10,339
| Closed | -$553K | – | 226 |
|
|
2017
Q1 | $553K | Buy |
+10,339
| New | +$553K | 0.01% | 158 |
|