Concord Wealth Partners’s Royal Caribbean RCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.4K | Hold |
116
| – | – | 0.01% | 378 |
|
|
2025
Q1 | $23.8K | Buy |
116
+50
| +76% | +$10.3K | ﹤0.01% | 415 |
|
|
2024
Q4 | $15.2K | Sell |
66
-50
| -43% | -$11.5K | ﹤0.01% | 488 |
|
|
2024
Q3 | $20.5K | Hold |
116
| – | – | ﹤0.01% | 463 |
|
|
2024
Q2 | $18.4K | Hold |
116
| – | – | ﹤0.01% | 437 |
|
|
2024
Q1 | $16.1K | Hold |
116
| – | – | ﹤0.01% | 515 |
|
|
2023
Q4 | $15K | Hold |
116
| – | – | ﹤0.01% | 519 |
|
|
2023
Q3 | $10.7K | Hold |
116
| – | – | ﹤0.01% | 606 |
|
|
2023
Q2 | $12K | Hold |
116
| – | – | ﹤0.01% | 582 |
|
|
2023
Q1 | $7.55K | Sell |
116
-15
| -11% | -$977 | ﹤0.01% | 628 |
|
|
2022
Q4 | $6.49K | Buy |
+131
| New | +$6.49K | ﹤0.01% | 708 |
|
|
2022
Q3 | – | Sell |
-131
| Closed | -$5K | – | 906 |
|
|
2022
Q2 | $5K | Hold |
131
| – | – | ﹤0.01% | 834 |
|
|
2022
Q1 | $11K | Hold |
131
| – | – | ﹤0.01% | 763 |
|
|
2021
Q4 | $10K | Buy |
+131
| New | +$10K | ﹤0.01% | 787 |
|
|
2021
Q2 | – | Sell |
-14
| Closed | -$1K | – | 1091 |
|
|
2021
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 945 |
|