KWM
Kingsview Wealth Management’s Norwegian Cruise Line NCLH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-32,214
| Closed | -$701K | – | 983 |
|
2023
Q2 | $701K | Buy |
+32,214
| New | +$701K | 0.03% | 503 |
|
2021
Q4 | – | Sell |
-8,204
| Closed | -$219K | – | 936 |
|
2021
Q3 | $219K | Sell |
8,204
-5,486
| -40% | -$146K | 0.01% | 779 |
|
2021
Q2 | $404K | Buy |
+13,690
| New | +$404K | 0.02% | 615 |
|
2021
Q1 | – | Sell |
-8,047
| Closed | -$205K | – | 848 |
|
2020
Q4 | $205K | Buy |
+8,047
| New | +$205K | 0.01% | 647 |
|