VBFG
Vishria Bird Financial Group’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-79,825
| Closed | -$4.11M | – | 68 |
|
|
2021
Q3 | $4.11M | Buy |
79,825
+976
| +1% | +$50.2K | 2.15% | 18 |
|
|
2021
Q2 | $4.19M | Sell |
78,849
-1,719
| -2% | -$91.3K | 2.06% | 20 |
|
|
2021
Q1 | $4.92M | Buy |
80,568
+984
| +1% | +$60.1K | 2.71% | 16 |
|
|
2020
Q4 | $3.71M | Buy |
+79,584
| New | +$3.71M | 2.11% | 18 |
|