Heritage Wealth Management (Arizona)’s Royal Caribbean RCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $27.1K | Buy |
548
+101
| +23% | +$4.99K | ﹤0.01% | 605 |
|
|
2022
Q3 | $17K | Sell |
447
-827
| -65% | -$31.5K | 0.01% | 569 |
|
|
2022
Q2 | $44.5K | Hold |
1,274
| – | – | 0.01% | 442 |
|
|
2022
Q1 | $107K | Buy |
+1,274
| New | +$107K | 0.03% | 362 |
|
|
2021
Q3 | $24K | Hold |
274
| – | – | 0.01% | 535 |
|
|
2021
Q2 | $23K | Hold |
274
| – | – | 0.01% | 547 |
|
|
2021
Q1 | $23K | Buy |
+274
| New | +$23K | 0.01% | 480 |
|