West Oak Capital’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-600
| Closed | -$39.3K | – | 361 |
|
|
2017
Q4 | $39.3K | Sell |
600
-150
| -20% | -$9.82K | 0.02% | 181 |
|
|
2017
Q3 | $42K | Hold |
750
| – | – | 0.02% | 196 |
|
|
2017
Q2 | $46.6K | Buy |
750
+400
| +114% | +$24.9K | 0.03% | 193 |
|
|
2017
Q1 | $18.8K | Buy |
350
+200
| +133% | +$10.8K | 0.01% | 251 |
|
|
2016
Q4 | $7.48K | Buy |
+150
| New | +$7.48K | 0.01% | 291 |
|