Shepherd Financial Partners’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 |
-6,264
| Closed | -$357K | – | 134 |
|
|
2018
Q1 | $357K | Sell |
6,264
-1,428
| -19% | -$81.4K | 0.09% | 87 |
|
|
2017
Q4 | $503K | Sell |
7,692
-9,294
| -55% | -$608K | 0.12% | 78 |
|
|
2017
Q3 | $980K | Sell |
16,986
-45
| -0.3% | -$2.6K | 0.23% | 54 |
|
|
2017
Q2 | $1.07M | Sell |
17,031
-597
| -3% | -$37.5K | 0.26% | 52 |
|
|
2017
Q1 | $942K | Buy |
17,628
+1,508
| +9% | +$80.6K | 0.24% | 58 |
|
|
2016
Q4 | $805K | Buy |
+16,120
| New | +$805K | 0.23% | 66 |
|