Windsor Wealth Management’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,783
| Closed | -$238K | – | 200 |
|
|
2022
Q1 | $238K | Sell |
5,783
-17
| -0.3% | -$700 | 0.04% | 211 |
|
|
2021
Q4 | $259K | Sell |
5,800
-29
| -0.5% | -$1.3K | 0.05% | 204 |
|
|
2021
Q3 | $317K | Buy |
5,829
+411
| +8% | +$22.4K | 0.07% | 174 |
|
|
2021
Q2 | $288K | Buy |
+5,418
| New | +$288K | 0.06% | 176 |
|
|
2020
Q3 | – | Sell |
-17,675
| Closed | -$604K | – | 194 |
|
|
2020
Q2 | $604K | Buy |
+17,675
| New | +$604K | 0.19% | 107 |
|
|
2019
Q3 | – | Sell |
-6,992
| Closed | -$360K | – | 183 |
|
|
2019
Q2 | $360K | Buy |
6,992
+3,093
| +79% | +$159K | 0.16% | 137 |
|
|
2019
Q1 | $202K | Buy |
+3,899
| New | +$202K | 0.11% | 149 |
|