Wealthcare Advisory Partners’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,208
| Closed | -$196K | – | 1296 |
|
|
2021
Q1 | $196K | Buy |
+3,208
| New | +$196K | 0.01% | 486 |
|
|
2020
Q2 | – | Sell |
-720
| Closed | -$26K | – | 926 |
|
|
2020
Q1 | $26K | Sell |
720
-295
| -29% | -$10.7K | ﹤0.01% | 664 |
|
|
2019
Q4 | $55K | Hold |
1,015
| – | – | 0.01% | 528 |
|
|
2019
Q3 | $55K | Sell |
1,015
-649
| -39% | -$35.2K | 0.01% | 508 |
|
|
2019
Q2 | $85K | Sell |
1,664
-73
| -4% | -$3.73K | 0.01% | 411 |
|
|
2019
Q1 | $90K | Buy |
1,737
+755
| +77% | +$39.1K | 0.02% | 351 |
|
|
2018
Q4 | $46K | Hold |
982
| – | – | 0.01% | 441 |
|
|
2018
Q3 | $61K | Sell |
982
-1,243
| -56% | -$77.2K | 0.01% | 426 |
|
|
2018
Q2 | $113K | Buy |
2,225
+505
| +29% | +$25.6K | 0.02% | 305 |
|
|
2018
Q1 | $99K | Sell |
1,720
-109
| -6% | -$6.27K | 0.02% | 278 |
|
|
2017
Q4 | $120K | Buy |
1,829
+254
| +16% | +$16.7K | 0.03% | 232 |
|
|
2017
Q3 | $88K | Buy |
+1,575
| New | +$88K | 0.03% | 230 |
|