CIA
Concurrent Investment Advisors’s Carnival Corp CCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $590K | Buy |
20,967
+6,611
| +46% | +$186K | 0.01% | 786 |
|
2025
Q1 | $280K | Buy |
14,356
+6,110
| +74% | +$119K | 0.01% | 956 |
|
2024
Q4 | $205K | Buy |
+8,246
| New | +$205K | 0.01% | 969 |
|
2024
Q2 | – | Sell |
-13,431
| Closed | -$219K | – | 944 |
|
2024
Q1 | $219K | Sell |
13,431
-1,060
| -7% | -$17.3K | 0.01% | 763 |
|
2023
Q4 | $269K | Buy |
+14,491
| New | +$269K | 0.01% | 679 |
|