FMWA
Forvis Mazars Wealth Advisors’s Royal Caribbean RCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,072
| Closed | -$544K | – | 305 |
|
|
2019
Q4 | $544K | Buy |
4,072
+124
| +3% | +$16.6K | 0.04% | 182 |
|
|
2019
Q3 | $428K | Sell |
3,948
-9
| -0.2% | -$976 | 0.03% | 192 |
|
|
2019
Q2 | $480K | Sell |
3,957
-256
| -6% | -$31.1K | 0.04% | 167 |
|
|
2019
Q1 | $483K | Buy |
4,213
+123
| +3% | +$14.1K | 0.04% | 167 |
|
|
2018
Q4 | $400K | Buy |
4,090
+637
| +18% | +$62.3K | 0.04% | 156 |
|
|
2018
Q3 | $449K | Sell |
3,453
-407
| -11% | -$52.9K | 0.04% | 159 |
|
|
2018
Q2 | $400K | Buy |
3,860
+76
| +2% | +$7.88K | 0.04% | 170 |
|
|
2018
Q1 | $446K | Sell |
3,784
-14
| -0.4% | -$1.65K | 0.04% | 160 |
|
|
2017
Q4 | $453K | Buy |
3,798
+460
| +14% | +$54.9K | 0.05% | 158 |
|
|
2017
Q3 | $396K | Sell |
3,338
-614
| -16% | -$72.8K | 0.04% | 154 |
|
|
2017
Q2 | $432K | Buy |
3,952
+8
| +0.2% | +$874 | 0.05% | 148 |
|
|
2017
Q1 | $387K | Buy |
3,944
+42
| +1% | +$4.12K | 0.05% | 145 |
|
|
2016
Q4 | $320K | Buy |
3,902
+92
| +2% | +$7.55K | 0.04% | 149 |
|
|
2016
Q3 | $286K | Buy |
+3,810
| New | +$286K | 0.04% | 152 |
|
|
2016
Q1 | – | Sell |
-2,101
| Closed | -$213K | – | 202 |
|
|
2015
Q4 | $213K | Buy |
+2,101
| New | +$213K | 0.03% | 177 |
|