Wealth Management Partners’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,000
| Closed | -$214K | – | 101 |
|
|
2022
Q3 | $214K | Hold |
7,000
| – | – | 0.19% | 89 |
|
|
2022
Q2 | $242K | Sell |
7,000
-1,000
| -13% | -$34.6K | 0.21% | 86 |
|
|
2022
Q1 | $384K | Sell |
8,000
-3,000
| -27% | -$144K | 0.27% | 67 |
|
|
2021
Q4 | $453K | Buy |
11,000
+1,283
| +13% | +$52.8K | 0.31% | 66 |
|
|
2021
Q3 | $500K | Sell |
9,717
-2,674
| -22% | -$138K | 0.37% | 60 |
|
|
2021
Q2 | $658K | Sell |
12,391
-82
| -0.7% | -$4.35K | 0.46% | 55 |
|
|
2021
Q1 | $792K | Sell |
12,473
-1,098
| -8% | -$69.7K | 0.59% | 47 |
|
|
2020
Q4 | $622K | Buy |
+13,571
| New | +$622K | 0.49% | 51 |
|