BWA
BDO Wealth Advisors’s Carnival Corp CCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $54.2K | Sell |
2,877
-645
| -18% | -$12.1K | 0.01% | 419 |
|
|
2023
Q1 | $35.8K | Sell |
3,522
-355
| -9% | -$3.6K | ﹤0.01% | 480 |
|
|
2022
Q4 | $31.3K | Hold |
3,877
| – | – | ﹤0.01% | 490 |
|
|
2022
Q3 | $27K | Hold |
3,877
| – | – | ﹤0.01% | 509 |
|
|
2022
Q2 | $34K | Sell |
3,877
-350
| -8% | -$3.07K | ﹤0.01% | 472 |
|
|
2022
Q1 | $85K | Sell |
4,227
-1,985
| -32% | -$39.9K | 0.01% | 356 |
|
|
2021
Q4 | $125K | Sell |
6,212
-1,000
| -14% | -$20.1K | 0.01% | 330 |
|
|
2021
Q3 | $180K | Hold |
7,212
| – | – | 0.02% | 297 |
|
|
2021
Q2 | $190K | Buy |
7,212
+100
| +1% | +$2.63K | 0.02% | 295 |
|
|
2021
Q1 | $189K | Sell |
7,112
-100
| -1% | -$2.66K | 0.02% | 296 |
|
|
2020
Q4 | $156K | Buy |
7,212
+3,375
| +88% | +$73K | 0.02% | 253 |
|
|
2020
Q3 | $58K | Buy |
3,837
+1,650
| +75% | +$24.9K | 0.01% | 310 |
|
|
2020
Q2 | $36K | Sell |
2,187
-7,760
| -78% | -$128K | 0.01% | 359 |
|
|
2020
Q1 | $131K | Buy |
9,947
+4,062
| +69% | +$53.5K | 0.03% | 245 |
|
|
2019
Q4 | $299K | Buy |
5,885
+1,010
| +21% | +$51.3K | 0.08% | 152 |
|
|
2019
Q3 | $213K | Buy |
4,875
+141
| +3% | +$6.16K | 0.05% | 187 |
|
|
2019
Q2 | $220K | Buy |
4,734
+1,094
| +30% | +$50.8K | 0.06% | 181 |
|
|
2019
Q1 | $185K | Buy |
3,640
+995
| +38% | +$50.6K | 0.05% | 175 |
|
|
2018
Q4 | $130K | Buy |
2,645
+814
| +44% | +$40K | 0.04% | 187 |
|
|
2018
Q3 | $117K | Sell |
1,831
-305
| -14% | -$19.5K | 0.04% | 204 |
|
|
2018
Q2 | $122K | Buy |
2,136
+197
| +10% | +$11.3K | 0.04% | 201 |
|
|
2018
Q1 | $127K | Buy |
1,939
+528
| +37% | +$34.6K | 0.05% | 159 |
|
|
2017
Q4 | $94K | Buy |
1,411
+326
| +30% | +$21.7K | 0.04% | 156 |
|
|
2017
Q3 | $70K | Sell |
1,085
-128
| -11% | -$8.26K | 0.03% | 164 |
|
|
2017
Q2 | $80K | Buy |
+1,213
| New | +$80K | 0.03% | 187 |
|