Sheets Smith Wealth Management’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-22,209
Closed -$984K 240
2015
Q1
$984K Sell
22,209
-384
-2% -$17K 0.27% 112
2014
Q4
$956K Buy
+22,593
New +$956K 0.25% 122