DWM
Doyle Wealth Management’s Royal Caribbean RCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,384
| Closed | -$212K | – | 237 |
|
|
2021
Q3 | $212K | Sell |
2,384
-1,200
| -33% | -$107K | 0.02% | 214 |
|
|
2021
Q2 | $306K | Buy |
3,584
+1,164
| +48% | +$99.4K | 0.03% | 179 |
|
|
2021
Q1 | $207K | Sell |
2,420
-964
| -28% | -$82.5K | 0.02% | 207 |
|
|
2020
Q4 | $253K | Hold |
3,384
| – | – | 0.03% | 187 |
|
|
2020
Q3 | $219K | Buy |
+3,384
| New | +$219K | 0.03% | 173 |
|
|
2019
Q3 | – | Sell |
-1,540
| Closed | -$187K | – | 618 |
|
|
2019
Q2 | $187K | Buy |
+1,540
| New | +$187K | 0.03% | 200 |
|
|
2019
Q1 | – | Sell |
-2,040
| Closed | -$199K | – | 603 |
|
|
2018
Q4 | $199K | Buy |
2,040
+14
| +0.7% | +$1.37K | 0.03% | 179 |
|
|
2018
Q3 | $263K | Buy |
+2,026
| New | +$263K | 0.04% | 164 |
|