BCWM
Bartlett & Co Wealth Management’s Royal Caribbean RCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192K | Buy |
612
+10
| +2% | +$3.14K | ﹤0.01% | 451 |
|
|
2025
Q1 | $124K | Buy |
602
+145
| +32% | +$29.9K | ﹤0.01% | 511 |
|
|
2024
Q4 | $106K | Buy |
457
+50
| +12% | +$11.6K | ﹤0.01% | 535 |
|
|
2024
Q3 | $72.3K | Hold |
407
| – | – | ﹤0.01% | 595 |
|
|
2024
Q2 | $64.9K | Buy |
407
+207
| +104% | +$33K | ﹤0.01% | 612 |
|
|
2024
Q1 | $27.8K | Hold |
200
| – | – | ﹤0.01% | 763 |
|
|
2023
Q4 | $26K | Hold |
200
| – | – | ﹤0.01% | 825 |
|
|
2023
Q3 | $18.4K | Hold |
200
| – | – | ﹤0.01% | 838 |
|
|
2023
Q2 | $20.7K | Hold |
200
| – | – | ﹤0.01% | 820 |
|
|
2023
Q1 | $13.1K | Hold |
200
| – | – | ﹤0.01% | 785 |
|
|
2022
Q4 | $9.89K | Hold |
200
| – | – | ﹤0.01% | 827 |
|
|
2022
Q3 | $7.58K | Hold |
200
| – | – | ﹤0.01% | 861 |
|
|
2022
Q2 | $6.98K | Buy |
200
+100
| +100% | +$3.49K | ﹤0.01% | 949 |
|
|
2022
Q1 | $8.38K | Buy |
+100
| New | +$8.38K | ﹤0.01% | 851 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$8.9K | – | 770 |
|
|
2021
Q3 | $8.9K | Sell |
100
-8
| -7% | -$712 | ﹤0.01% | 714 |
|
|
2021
Q2 | $9.21K | Hold |
108
| – | – | ﹤0.01% | 702 |
|
|
2021
Q1 | $9.25K | Hold |
108
| – | – | ﹤0.01% | 737 |
|
|
2020
Q4 | $8.07K | Buy |
108
+8
| +8% | +$598 | ﹤0.01% | 753 |
|
|
2020
Q3 | $6.47K | Hold |
100
| – | – | ﹤0.01% | 713 |
|
|
2020
Q2 | $5.03K | Hold |
100
| – | – | ﹤0.01% | 736 |
|
|
2020
Q1 | $3.3K | Hold |
100
| – | – | ﹤0.01% | 747 |
|
|
2019
Q4 | $13.4K | Hold |
100
| – | – | ﹤0.01% | 699 |
|
|
2019
Q3 | $10.9K | Buy |
+100
| New | +$10.9K | ﹤0.01% | 724 |
|