Foundations Investment Advisors’s Royal Caribbean RCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$976K Buy
3,118
+424
+16% +$133K 0.02% 441
2025
Q1
$553K Buy
2,694
+221
+9% +$45.4K 0.01% 552
2024
Q4
$571K Sell
2,473
-14
-0.6% -$3.23K 0.01% 515
2024
Q3
$441K Buy
2,487
+126
+5% +$22.3K 0.01% 546
2024
Q2
$376K Sell
2,361
-859
-27% -$137K 0.01% 558
2024
Q1
$448K Buy
3,220
+454
+16% +$63.1K 0.01% 489
2023
Q4
$351K Buy
2,766
+265
+11% +$33.6K 0.01% 515
2023
Q3
$230K Buy
2,501
+425
+20% +$39.2K 0.01% 573
2023
Q2
$215K Buy
+2,076
New +$215K 0.01% 536