VSR Financial Services’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,126
| Closed | -$221K | – | 597 |
|
|
2015
Q4 | $221K | Buy |
+5,126
| New | +$221K | 0.02% | 504 |
|
|
2015
Q2 | – | Sell |
-8,908
| Closed | -$395K | – | 612 |
|
|
2015
Q1 | $395K | Sell |
8,908
-3,087
| -26% | -$137K | 0.04% | 382 |
|
|
2014
Q4 | $508K | Buy |
11,995
+4,910
| +69% | +$208K | 0.06% | 321 |
|
|
2014
Q3 | $239K | Sell |
7,085
-11,133
| -61% | -$376K | 0.03% | 504 |
|
|
2014
Q2 | $489K | Buy |
+18,218
| New | +$489K | 0.06% | 326 |
|