Stonehearth Capital Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,839
| Closed | -$222K | – | 79 |
|
|
2022
Q1 | $222K | Sell |
4,839
-1,568
| -24% | -$71.9K | 0.12% | 67 |
|
|
2021
Q4 | $274K | Buy |
6,407
+1,789
| +39% | +$76.5K | 0.14% | 54 |
|
|
2021
Q3 | $238K | Buy |
4,618
+201
| +5% | +$10.4K | 0.12% | 55 |
|
|
2021
Q2 | $234K | Sell |
4,417
-529
| -11% | -$28K | 0.12% | 59 |
|
|
2021
Q1 | $302K | Buy |
4,946
+120
| +2% | +$7.33K | 0.16% | 47 |
|
|
2020
Q4 | $225K | Buy |
+4,826
| New | +$225K | 0.13% | 55 |
|