Sterling Investment Advisors (Pennsylvania)’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-530
| Closed | -$19K | – | 329 |
|
|
2022
Q2 | $19K | Hold |
530
| – | – | 0.01% | 330 |
|
|
2022
Q1 | $24K | Buy |
530
+500
| +1,667% | +$22.6K | 0.01% | 340 |
|
|
2021
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 547 |
|
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 533 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 498 |
|
|
2021
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 484 |
|
|
2020
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 431 |
|
|
2020
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 415 |
|
|
2020
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 407 |
|
|
2020
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 379 |
|
|
2019
Q4 | – | Sell |
-482
| Closed | -$26K | – | 426 |
|
|
2019
Q3 | $26K | Buy |
+482
| New | +$26K | 0.01% | 268 |
|