CSWM
Cassady Schiller Wealth Management’s Royal Caribbean RCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.69K | Sell |
16
-462
| -97% | -$107K | ﹤0.01% | 468 |
|
|
2024
Q3 | $84.8K | Hold |
478
| – | – | 0.03% | 167 |
|
|
2024
Q2 | $76.2K | Hold |
478
| – | – | 0.03% | 168 |
|
|
2024
Q1 | $66.4K | Hold |
478
| – | – | 0.03% | 187 |
|
|
2023
Q4 | $61.9K | Hold |
478
| – | – | 0.03% | 185 |
|
|
2023
Q3 | $44K | Hold |
478
| – | – | 0.02% | 206 |
|
|
2023
Q2 | $49.6K | Hold |
478
| – | – | 0.03% | 197 |
|
|
2023
Q1 | $31.2K | Hold |
478
| – | – | 0.01% | 234 |
|
|
2022
Q4 | $23.6K | Buy |
+478
| New | +$23.6K | 0.01% | 256 |
|
|
2022
Q1 | – | Sell |
-478
| Closed | -$37K | – | 482 |
|
|
2021
Q4 | $37K | Buy |
+478
| New | +$37K | 0.02% | 228 |
|