IIA
IPG Investment Advisors’s Royal Caribbean RCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $474K | Buy |
1,510
+137
| +10% | +$43K | 0.09% | 110 |
|
2025
Q1 | $283K | Buy |
1,373
+43
| +3% | +$8.87K | 0.06% | 132 |
|
2024
Q4 | $308K | Sell |
1,330
-456
| -26% | -$105K | 0.07% | 127 |
|
2024
Q3 | $317K | Hold |
1,786
| – | – | 0.07% | 124 |
|
2024
Q2 | $285K | Buy |
+1,786
| New | +$285K | 0.06% | 130 |
|
2023
Q3 | – | Sell |
-2,166
| Closed | -$225K | – | 178 |
|
2023
Q2 | $225K | Buy |
+2,166
| New | +$225K | 0.05% | 149 |
|
2022
Q4 | – | Sell |
-8,303
| Closed | -$315K | – | 153 |
|
2022
Q3 | $315K | Buy |
+8,303
| New | +$315K | 0.09% | 92 |
|
2022
Q2 | – | Sell |
-15,136
| Closed | -$1.27M | – | 185 |
|
2022
Q1 | $1.27M | Buy |
15,136
+12,500
| +474% | +$1.05M | 0.24% | 57 |
|
2021
Q4 | $203K | Sell |
2,636
-15,865
| -86% | -$1.22M | 0.04% | 182 |
|
2021
Q3 | $1.65M | Buy |
18,501
+15,251
| +469% | +$1.36M | 0.52% | 36 |
|
2021
Q2 | $277K | Sell |
3,250
-608
| -16% | -$51.9K | 0.08% | 108 |
|
2021
Q1 | $330K | Sell |
3,858
-5,784
| -60% | -$495K | 0.06% | 140 |
|
2020
Q4 | $720K | Sell |
9,642
-2
| -0% | -$149 | 0.17% | 77 |
|
2020
Q3 | $624K | Buy |
+9,644
| New | +$624K | 0.18% | 76 |
|