Arete Wealth Advisors’s Royal Caribbean RCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $894K | Buy |
2,854
+294
| +11% | +$92.1K | 0.06% | 274 |
|
2025
Q1 | $526K | Buy |
2,560
+289
| +13% | +$59.4K | 0.04% | 376 |
|
2024
Q4 | $526K | Buy |
2,271
+190
| +9% | +$44K | 0.04% | 399 |
|
2024
Q3 | $367K | Sell |
2,081
-158
| -7% | -$27.9K | 0.03% | 468 |
|
2024
Q2 | $357K | Buy |
+2,239
| New | +$357K | 0.03% | 491 |
|
2024
Q1 | – | Sell |
-2,226
| Closed | -$288K | – | 650 |
|
2023
Q4 | $288K | Sell |
2,226
-401
| -15% | -$51.9K | 0.02% | 560 |
|
2023
Q3 | $242K | Buy |
+2,627
| New | +$242K | 0.04% | 395 |
|