Kelman-Lazarov Inc’s Carnival Corp CCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,827
| Closed | -$337K | – | 97 |
|
|
2018
Q4 | $337K | Sell |
6,827
-3,425
| -33% | -$169K | 0.21% | 75 |
|
|
2018
Q3 | $654K | Sell |
10,252
-4,473
| -30% | -$285K | 0.38% | 58 |
|
|
2018
Q2 | $844K | Sell |
14,725
-1,150
| -7% | -$65.9K | 0.45% | 57 |
|
|
2018
Q1 | $1.04M | Sell |
15,875
-3,250
| -17% | -$213K | 0.56% | 51 |
|
|
2017
Q4 | $1.27M | Hold |
19,125
| – | – | 0.65% | 44 |
|
|
2017
Q3 | $1.24M | Buy |
19,125
+1,300
| +7% | +$83.9K | 0.65% | 47 |
|
|
2017
Q2 | $1.17M | Buy |
17,825
+4,021
| +29% | +$264K | 0.64% | 50 |
|
|
2017
Q1 | $813K | Buy |
+13,804
| New | +$813K | 0.52% | 56 |
|