Institute for Wealth Management’s Royal Caribbean RCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Sell |
2,016
-8
| -0.4% | -$2.51K | 0.07% | 265 |
|
|
2025
Q1 | $416K | Buy |
2,024
+18
| +0.9% | +$3.7K | 0.05% | 331 |
|
|
2024
Q4 | $463K | Sell |
2,006
-52
| -3% | -$12K | 0.06% | 300 |
|
|
2024
Q3 | $365K | Hold |
2,058
| – | – | 0.05% | 367 |
|
|
2024
Q2 | $328K | Hold |
2,058
| – | – | 0.04% | 370 |
|
|
2024
Q1 | $286K | Buy |
2,058
+200
| +11% | +$27.8K | 0.04% | 398 |
|
|
2023
Q4 | $241K | Buy |
+1,858
| New | +$241K | 0.04% | 416 |
|