WealthPlan Investment Management’s Southwest Airlines LUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-8,953
Closed -$314K 514
2022
Q4
$314K Sell
8,953
-142
-2% -$4.98K 0.02% 307
2022
Q3
$344K Buy
+9,095
New +$344K 0.03% 287
2022
Q1
$481K Buy
+10,286
New +$481K 0.03% 256