WR Wealth Planners’s Southwest Airlines LUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $34.2K | Buy |
1,017
+1
| +0.1% | +$34 | 0.01% | 370 |
|
|
2024
Q3 | $30.1K | Buy |
1,016
+1
| +0.1% | +$30 | 0.01% | 417 |
|
|
2024
Q2 | $29.1K | Hold |
1,015
| – | – | 0.01% | 397 |
|
|
2024
Q1 | $29.6K | Buy |
+1,015
| New | +$29.6K | 0.01% | 398 |
|
|
2023
Q4 | – | Sell |
-1,027
| Closed | -$27.8K | – | 575 |
|
|
2023
Q3 | $27.8K | Buy |
1,027
+13
| +1% | +$352 | 0.01% | 390 |
|
|
2023
Q2 | $36.7K | Hold |
1,014
| – | – | 0.01% | 356 |
|
|
2023
Q1 | $33K | Buy |
1,014
+919
| +967% | +$29.9K | 0.01% | 376 |
|
|
2022
Q4 | $3.2K | Buy |
95
+20
| +27% | +$673 | ﹤0.01% | 367 |
|
|
2022
Q3 | $2.31K | Sell |
75
-40
| -35% | -$1.23K | ﹤0.01% | 381 |
|
|
2022
Q2 | $4.15K | Hold |
115
| – | – | ﹤0.01% | 356 |
|
|
2022
Q1 | $5.27K | Buy |
+115
| New | +$5.27K | ﹤0.01% | 354 |
|