Carson Wealth (CWM LLC)’s Carnival PLC CUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | -$1K | – | 5068 |
|
|
2024
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 4680 |
|
|
2023
Q3 | – | Sell |
-152
| Closed | -$3K | – | 4219 |
|
|
2023
Q2 | $3K | Hold |
152
| – | – | ﹤0.01% | 3611 |
|
|
2023
Q1 | $1K | Hold |
152
| – | – | ﹤0.01% | 3792 |
|
|
2022
Q4 | $1K | Hold |
152
| – | – | ﹤0.01% | 3710 |
|
|
2022
Q3 | $1K | Hold |
152
| – | – | ﹤0.01% | 3611 |
|
|
2022
Q2 | $1K | Buy |
+152
| New | +$1K | ﹤0.01% | 3502 |
|
|
2019
Q1 | – | Sell |
-22,187
| Closed | -$1.08M | – | 2949 |
|
|
2018
Q4 | $1.08M | Buy |
22,187
+18,079
| +440% | +$881K | 0.03% | 371 |
|
|
2018
Q3 | $259K | Buy |
4,108
+3,993
| +3,472% | +$252K | 0.01% | 472 |
|
|
2018
Q2 | $7K | Buy |
115
+98
| +576% | +$5.97K | ﹤0.01% | 1094 |
|
|
2018
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1258 |
|
|
2017
Q1 | – | Sell |
-62
| Closed | -$3K | – | 1198 |
|
|
2016
Q4 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 916 |
|