PWS
Private Wealth Strategies’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,773
| Closed | -$218K | – | 76 |
|
|
2022
Q1 | $218K | Hold |
4,773
| – | – | 0.05% | 75 |
|
|
2021
Q4 | $204K | Sell |
4,773
-170
| -3% | -$7.27K | 0.05% | 75 |
|
|
2021
Q3 | $256K | Buy |
4,943
+1,023
| +26% | +$53K | 0.06% | 69 |
|
|
2021
Q2 | $208K | Hold |
3,920
| – | – | 0.05% | 67 |
|
|
2021
Q1 | $240K | Buy |
+3,920
| New | +$240K | 0.07% | 62 |
|