Stelac Advisory Services’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,328
| Closed | -$446K | – | 139 |
|
|
2023
Q2 | $446K | Sell |
12,328
-790
| -6% | -$28.6K | 0.2% | 94 |
|
|
2023
Q1 | $427K | Buy |
13,118
+1,062
| +9% | +$34.6K | 0.19% | 94 |
|
|
2022
Q4 | $406K | Buy |
12,056
+2,451
| +26% | +$82.5K | 0.18% | 97 |
|
|
2022
Q3 | $296K | Hold |
9,605
| – | – | 0.13% | 116 |
|
|
2022
Q2 | $347K | Buy |
9,605
+6,291
| +190% | +$227K | 0.14% | 114 |
|
|
2022
Q1 | $152K | Buy |
+3,314
| New | +$152K | 0.05% | 141 |
|