EP Wealth Advisors’s Norwegian Cruise Line NCLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,515
| Closed | -$236K | – | 1298 |
|
|
2024
Q3 | $236K | Buy |
+11,515
| New | +$236K | ﹤0.01% | 964 |
|
|
2022
Q4 | – | Sell |
-18,922
| Closed | -$215K | – | 636 |
|
|
2022
Q3 | $215K | Sell |
18,922
-100
| -0.5% | -$1.14K | ﹤0.01% | 307 |
|
|
2022
Q2 | $212K | Buy |
19,022
+1,415
| +8% | +$15.8K | ﹤0.01% | 560 |
|
|
2022
Q1 | $385K | Buy |
+17,607
| New | +$385K | 0.01% | 436 |
|