KLI
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Kelman-Lazarov Inc’s Carnival Corporation Ltd CCL Stock Holding History

Kelman-Lazarov Inc’s Portfolio CCL Stock Details CCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-6,827
Closed -$337K – 97
2018
Q4 		$337K Sell
6,827
-3,425
-33% -$196K 0.21% 75
2018
Q3 		$654K Sell
10,252
-4,473
-30% -$271K 0.38% 58
2018
Q2 		$844K Sell
14,725
-1,150
-7% -$72.9K 0.45% 57
2018
Q1 		$1.04M Sell
15,875
-3,250
-17% -$221K 0.56% 51
2017
Q4 		$1.27M Hold
19,125
– – 0.65% 44
2017
Q3 		$1.24M Buy
19,125
+1,300
+7% +$86.9K 0.65% 47
2017
Q2 		$1.17M Buy
17,825
+4,021
+29% +$251K 0.64% 50
2017
Q1 		$813K Buy
+13,804
New +$772K 0.52% 56

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Invesco
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State Street
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Northern Trust
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LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return