Walled Lake Planning & Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-57
| Closed | -$3K | – | 228 |
|
|
2021
Q3 | $3K | Hold |
57
| – | – | ﹤0.01% | 302 |
|
|
2021
Q2 | $3K | Hold |
57
| – | – | ﹤0.01% | 286 |
|
|
2021
Q1 | $3K | Hold |
57
| – | – | ﹤0.01% | 279 |
|
|
2020
Q4 | $3K | Hold |
57
| – | – | ﹤0.01% | 267 |
|
|
2020
Q3 | $2K | Hold |
57
| – | – | ﹤0.01% | 297 |
|
|
2020
Q2 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 291 |
|