JFS Wealth Advisors’s Royal Caribbean RCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Sell |
131
-14
| -10% | -$4.38K | ﹤0.01% | 501 |
|
|
2025
Q1 | $29.8K | Buy |
145
+20
| +16% | +$4.11K | ﹤0.01% | 573 |
|
|
2024
Q4 | $28.8K | Buy |
125
+10
| +9% | +$2.31K | ﹤0.01% | 553 |
|
|
2024
Q3 | $20.4K | Buy |
115
+14
| +14% | +$2.48K | ﹤0.01% | 635 |
|
|
2024
Q2 | $16.1K | Sell |
101
-2
| -2% | -$319 | ﹤0.01% | 648 |
|
|
2024
Q1 | $14.3K | Hold |
103
| – | – | ﹤0.01% | 703 |
|
|
2023
Q4 | $13.3K | Buy |
103
+7
| +7% | +$906 | ﹤0.01% | 694 |
|
|
2023
Q3 | $8.85K | Buy |
96
+7
| +8% | +$645 | ﹤0.01% | 771 |
|
|
2023
Q2 | $9.23K | Hold |
89
| – | – | ﹤0.01% | 750 |
|
|
2023
Q1 | $5.81K | Buy |
89
+1
| +1% | +$65 | ﹤0.01% | 926 |
|
|
2022
Q4 | $4.35K | Buy |
88
+4
| +5% | +$198 | ﹤0.01% | 1051 |
|
|
2022
Q3 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 1227 |
|
|
2022
Q2 | – | Sell |
-67
| Closed | -$6K | – | 1901 |
|
|
2022
Q1 | $6K | Buy |
67
+41
| +158% | +$3.67K | ﹤0.01% | 995 |
|
|
2021
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1142 |
|
|
2021
Q3 | – | Sell |
-58
| Closed | -$5K | – | 843 |
|
|
2021
Q2 | $5K | Buy |
+58
| New | +$5K | ﹤0.01% | 495 |
|
|
2016
Q2 | – | Sell |
-9
| Closed | -$1K | – | 596 |
|
|
2016
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 595 |
|