YMRC
Yorktown Management & Research Company’s Southwest Airlines LUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-17,000
| Closed | -$790K | – | 341 |
|
|
2018
Q4 | $790K | Hold |
17,000
| – | – | 0.26% | 102 |
|
|
2018
Q3 | $1.06M | Hold |
17,000
| – | – | 0.31% | 94 |
|
|
2018
Q2 | $865K | Hold |
17,000
| – | – | 0.25% | 113 |
|
|
2018
Q1 | $974K | Hold |
17,000
| – | – | 0.29% | 91 |
|
|
2017
Q4 | $1.11M | Hold |
17,000
| – | – | 0.32% | 80 |
|
|
2017
Q3 | $952K | Sell |
17,000
-6,000
| -26% | -$336K | 0.25% | 71 |
|
|
2017
Q2 | $1.43M | Hold |
23,000
| – | – | 0.46% | 39 |
|
|
2017
Q1 | $1.24M | Hold |
23,000
| – | – | 0.32% | 68 |
|
|
2016
Q4 | $1.15M | Buy |
+23,000
| New | +$1.15M | 0.29% | 67 |
|