Heritage Wealth Management (Arizona)’s Carnival Corp CCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $88K | Buy |
10,920
+5,460
| +100% | +$44K | 0.01% | 431 |
|
|
2022
Q3 | $38K | Buy |
5,460
+100
| +2% | +$696 | 0.01% | 438 |
|
|
2022
Q2 | $46.4K | Hold |
5,360
| – | – | 0.02% | 435 |
|
|
2022
Q1 | $108K | Buy |
+5,360
| New | +$108K | 0.03% | 359 |
|
|
2021
Q3 | $104K | Sell |
4,160
-100
| -2% | -$2.5K | 0.04% | 331 |
|
|
2021
Q2 | $112K | Hold |
4,260
| – | – | 0.04% | 317 |
|
|
2021
Q1 | $113K | Buy |
+4,260
| New | +$113K | 0.06% | 231 |
|