Wills Financial Group’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-23,315
| Closed | -$1.18M | – | 55 |
|
|
2019
Q2 | $1.18M | Sell |
23,315
-1,348
| -5% | -$68.5K | 0.77% | 40 |
|
|
2019
Q1 | $1.28M | Buy |
24,663
+147
| +0.6% | +$7.63K | 0.87% | 34 |
|
|
2018
Q4 | $1.14M | Buy |
24,516
+480
| +2% | +$22.3K | 0.88% | 35 |
|
|
2018
Q3 | $1.5M | Hold |
24,036
| – | – | 0.99% | 35 |
|
|
2018
Q2 | $1.22M | Buy |
+24,036
| New | +$1.22M | 0.89% | 37 |
|