EWA
Encompass Wealth Advisors’s Carnival Corp CCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Buy |
16,545
+466
| +3% | +$13.1K | 0.17% | 67 |
|
|
2025
Q1 | $314K | Hold |
16,079
| – | – | 0.13% | 78 |
|
|
2024
Q4 | $401K | Hold |
16,079
| – | – | 0.16% | 69 |
|
|
2024
Q3 | $297K | Buy |
16,079
+451
| +3% | +$8.33K | 0.07% | 197 |
|
|
2024
Q2 | $293K | Buy |
15,628
+2,083
| +15% | +$39K | 0.08% | 187 |
|
|
2024
Q1 | $221K | Buy |
+13,545
| New | +$221K | 0.06% | 221 |
|