Placemark Investments’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $2.2M | Buy |
51,901
+10,229
| +25% | +$433K | 0.04% | 541 |
|
|
2014
Q3 | $1.41M | Buy |
41,672
+15,378
| +58% | +$519K | 0.03% | 705 |
|
|
2014
Q2 | $707K | Buy |
26,294
+1,254
| +5% | +$33.7K | 0.01% | 1021 |
|
|
2014
Q1 | $591K | Sell |
25,040
-33,443
| -57% | -$789K | 0.01% | 1052 |
|
|
2013
Q4 | $1.1M | Buy |
58,483
+14,332
| +32% | +$270K | 0.02% | 826 |
|
|
2013
Q3 | $643K | Buy |
44,151
+7,646
| +21% | +$111K | 0.01% | 987 |
|
|
2013
Q2 | $470K | Buy |
+36,505
| New | +$470K | 0.01% | 1062 |
|