Tilia Fiduciary Partners’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 |
-4
| Closed | -$153 | – | 309 |
|
|
2023
Q2 | $153 | Sell |
4
-271
| -99% | -$10.4K | ﹤0.01% | 517 |
|
|
2023
Q1 | $8.96K | Hold |
275
| – | – | 0.01% | 375 |
|
|
2022
Q4 | $9.27K | Hold |
275
| – | – | 0.01% | 365 |
|
|
2022
Q3 | $9K | Sell |
275
-47
| -15% | -$1.54K | 0.01% | 382 |
|
|
2022
Q2 | $12K | Sell |
322
-68
| -17% | -$2.53K | 0.01% | 367 |
|
|
2022
Q1 | $18K | Hold |
390
| – | – | 0.02% | 337 |
|
|
2021
Q4 | $17K | Buy |
+390
| New | +$17K | 0.01% | 361 |
|