JFS Wealth Advisors’s Carnival Corp CCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.9K | Sell |
602
-84
| -12% | -$2.36K | ﹤0.01% | 695 |
|
2025
Q1 | $13.4K | Buy |
686
+80
| +13% | +$1.56K | ﹤0.01% | 777 |
|
2024
Q4 | $15.1K | Buy |
606
+19
| +3% | +$473 | ﹤0.01% | 723 |
|
2024
Q3 | $10.8K | Sell |
587
-29
| -5% | -$536 | ﹤0.01% | 828 |
|
2024
Q2 | $11.5K | Sell |
616
-7
| -1% | -$131 | ﹤0.01% | 750 |
|
2024
Q1 | $10.2K | Buy |
623
+1
| +0.2% | +$16 | ﹤0.01% | 814 |
|
2023
Q4 | $11.5K | Sell |
622
-28
| -4% | -$519 | ﹤0.01% | 733 |
|
2023
Q3 | $8.92K | Sell |
650
-21
| -3% | -$288 | ﹤0.01% | 767 |
|
2023
Q2 | $12.6K | Buy |
671
+2
| +0.3% | +$38 | ﹤0.01% | 658 |
|
2023
Q1 | $6.79K | Buy |
669
+83
| +14% | +$843 | ﹤0.01% | 877 |
|
2022
Q4 | $4.72K | Sell |
586
-62
| -10% | -$500 | ﹤0.01% | 1011 |
|
2022
Q3 | $4K | Buy |
648
+339
| +110% | +$2.09K | ﹤0.01% | 1040 |
|
2022
Q2 | $3K | Sell |
309
-258
| -46% | -$2.51K | ﹤0.01% | 1157 |
|
2022
Q1 | $11K | Buy |
567
+158
| +39% | +$3.07K | ﹤0.01% | 756 |
|
2021
Q4 | $8K | Buy |
409
+106
| +35% | +$2.07K | ﹤0.01% | 714 |
|
2021
Q3 | $8K | Sell |
303
-177
| -37% | -$4.67K | ﹤0.01% | 669 |
|
2021
Q2 | $13K | Buy |
480
+177
| +58% | +$4.79K | ﹤0.01% | 414 |
|
2021
Q1 | $8K | Buy |
303
+203
| +203% | +$5.36K | ﹤0.01% | 432 |
|
2020
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 524 |
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 503 |
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 479 |
|
2020
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 465 |
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 402 |
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 414 |
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 400 |
|
2019
Q1 | $5K | Sell |
100
-100
| -50% | -$5K | ﹤0.01% | 388 |
|
2018
Q4 | $10K | Buy |
200
+100
| +100% | +$5K | ﹤0.01% | 345 |
|
2018
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 442 |
|
2018
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 397 |
|