Ropes Wealth Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-4
| Closed | – | – | 553 |
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 870 |
|
2019
Q3 | – | Sell |
-350
| Closed | -$18K | – | 575 |
|
2019
Q2 | $18K | Buy |
+350
| New | +$18K | ﹤0.01% | 445 |
|
2017
Q2 | – | Sell |
-6
| Closed | – | – | 554 |
|
2017
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 538 |
|
2016
Q2 | – | Sell |
-21
| Closed | -$1K | – | 506 |
|
2016
Q1 | $1K | Buy |
21
+3
| +17% | +$143 | ﹤0.01% | 421 |
|
2015
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 433 |
|