YorkBridge Wealth Partners’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 |
-1,696
| Closed | -$86K | – | 456 |
|
|
2019
Q2 | $86K | Buy |
1,696
+69
| +4% | +$3.5K | 0.04% | 309 |
|
|
2019
Q1 | $84K | Buy |
1,627
+607
| +60% | +$31.3K | 0.04% | 302 |
|
|
2018
Q4 | $47K | Sell |
1,020
-464
| -31% | -$21.4K | 0.02% | 336 |
|
|
2018
Q3 | $92K | Sell |
1,484
-256
| -15% | -$15.9K | 0.04% | 296 |
|
|
2018
Q2 | $89K | Buy |
1,740
+500
| +40% | +$25.6K | 0.04% | 305 |
|
|
2018
Q1 | $68K | Sell |
1,240
-16
| -1% | -$877 | 0.03% | 337 |
|
|
2017
Q4 | $72K | Sell |
1,256
-106
| -8% | -$6.08K | 0.03% | 333 |
|
|
2017
Q3 | $76K | Buy |
1,362
+102
| +8% | +$5.69K | 0.04% | 327 |
|
|
2017
Q2 | $78K | Buy |
1,260
+57
| +5% | +$3.53K | 0.04% | 314 |
|
|
2017
Q1 | $70K | Buy |
+1,203
| New | +$70K | 0.04% | 328 |
|