Squar Milner Financial Services’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-300
| Closed | -$10K | – | 508 |
|
|
2020
Q1 | $10K | Buy |
300
+20
| +7% | +$667 | 0.01% | 539 |
|
|
2019
Q4 | $15K | Buy |
+280
| New | +$15K | 0.01% | 550 |
|
|
2019
Q3 | – | Sell |
-3,380
| Closed | -$172K | – | 503 |
|
|
2019
Q2 | $172K | Buy |
3,380
+953
| +39% | +$48.5K | 0.12% | 184 |
|
|
2019
Q1 | $125K | Buy |
2,427
+635
| +35% | +$32.7K | 0.09% | 229 |
|
|
2018
Q4 | $83K | Hold |
1,792
| – | – | 0.08% | 245 |
|
|
2018
Q3 | $112K | Hold |
1,792
| – | – | 0.1% | 230 |
|
|
2018
Q2 | $91K | Buy |
+1,792
| New | +$91K | 0.08% | 261 |
|