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Valley Wealth Managers’s Southwest Airlines LUV Stock Holding History

Valley Wealth Managers’s Portfolio LUV Stock Details LUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,995
Closed -$270K – 194
2019
Q3 		$270K Hold
4,995
– – 0.03% 169
2019
Q2 		$254K Sell
4,995
-460
-8% -$23.8K 0.03% 175
2019
Q1 		$283K Buy
+5,455
New +$288K 0.03% 180

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Valley Wealth Managers's LUV Position: Q4 2019 in Review

Valley Wealth Managers sold out of Southwest Airlines (LUV) in Q4 2019, closing a stake of 4,995 shares — an estimated $270K sold.

Valley Wealth Managers first reported a position in LUV in Q1 2019 and held it in 3 quarters. The position peaked at $283K in Q1 2019. 899 funds tracked by Wall St. Rank hold LUV as of Q4 2019.

  • Valley Wealth Managers reported no remaining Southwest Airlines position as of Q4 2019 after selling out during the quarter.
  • Valley Wealth Managers sold 4,995 Southwest Airlines shares in Q4 2019, an estimated $270K.
  • Valley Wealth Managers first reported a position in Southwest Airlines in Q1 2019 and held it in 3 quarters.
  • Valley Wealth Managers's Southwest Airlines position peaked at $283K in Q1 2019.
  • 899 funds tracked by Wall St. Rank held Southwest Airlines as of Q4 2019.

Based on Valley Wealth Managers's 13F filing for Q4 2019, filed 31 Jan 2020.