Private Advisory Group’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 |
-48,108
| Closed | -$2.76M | – | 135 |
|
|
2018
Q1 | $2.76M | Buy |
48,108
+11,856
| +33% | +$679K | 1.7% | 22 |
|
|
2017
Q4 | $2.37M | Sell |
36,252
-1,438
| -4% | -$94.1K | 1.28% | 28 |
|
|
2017
Q3 | $2.11M | Buy |
37,690
+7,091
| +23% | +$397K | 1.25% | 33 |
|
|
2017
Q2 | $1.9M | Buy |
30,599
+8,086
| +36% | +$502K | 1.13% | 35 |
|
|
2017
Q1 | $1.21M | Sell |
22,513
-1,829
| -8% | -$98.3K | 0.81% | 35 |
|
|
2016
Q4 | $1.21M | Buy |
+24,342
| New | +$1.21M | 0.84% | 36 |
|