US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-113
| Closed | -$5K | – | 245 |
|
|
2016
Q1 | $5K | Hold |
113
| – | – | 0.01% | 257 |
|
|
2015
Q4 | $5K | Hold |
113
| – | – | ﹤0.01% | 380 |
|
|
2015
Q3 | $4K | Sell |
113
-1,175
| -91% | -$41.6K | 0.01% | 328 |
|
|
2015
Q2 | $43K | Hold |
1,288
| – | – | 0.04% | 117 |
|
|
2015
Q1 | $57K | Buy |
1,288
+113
| +10% | +$5K | 0.05% | 102 |
|
|
2014
Q4 | $50K | Buy |
+1,175
| New | +$50K | 0.04% | 107 |
|