SkyOak Wealth’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,440
| Closed | -$317K | – | 224 |
|
|
2020
Q3 | $317K | Sell |
8,440
-701
| -8% | -$26.3K | 0.11% | 147 |
|
|
2020
Q2 | $312K | Sell |
9,141
-2,384
| -21% | -$81.4K | 0.12% | 173 |
|
|
2020
Q1 | $410K | Sell |
11,525
-2,328
| -17% | -$82.8K | 0.21% | 114 |
|
|
2019
Q4 | $748K | Buy |
+13,853
| New | +$748K | 0.23% | 97 |
|