Laidlaw Wealth Management’s Royal Caribbean RCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-2,899
| Closed | -$267K | – | 267 |
|
2023
Q3 | $267K | Buy |
+2,899
| New | +$267K | 0.09% | 209 |
|
2022
Q2 | – | Sell |
-2,814
| Closed | -$236K | – | 399 |
|
2022
Q1 | $236K | Buy |
+2,814
| New | +$236K | 0.04% | 343 |
|
2021
Q4 | – | Sell |
-7,879
| Closed | -$701K | – | 413 |
|
2021
Q3 | $701K | Sell |
7,879
-1,289
| -14% | -$115K | 0.18% | 121 |
|
2021
Q2 | $782K | Buy |
9,168
+423
| +5% | +$36.1K | 0.2% | 109 |
|
2021
Q1 | $749K | Buy |
8,745
+96
| +1% | +$8.22K | 0.26% | 96 |
|
2020
Q4 | $646K | Buy |
+8,649
| New | +$646K | 0.14% | 160 |
|