True Link Financial Advisors’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,163
| Closed | -$194K | – | 213 |
|
2021
Q4 | $194K | Hold |
1,163
| – | – | 0.03% | 259 |
|
2021
Q3 | $169K | Sell |
1,163
-200
| -15% | -$29.1K | 0.02% | 257 |
|
2021
Q2 | $211K | Buy |
1,363
+88
| +7% | +$13.6K | 0.03% | 180 |
|
2021
Q1 | $169K | Sell |
1,275
-600
| -32% | -$79.5K | 0.02% | 273 |
|
2020
Q4 | $265K | Buy |
+1,875
| New | +$265K | 0.04% | 190 |
|