Laurel Wealth Advisors (California)’s Norwegian Cruise Line NCLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,505
| Closed | -$438K | – | 399 |
|
|
2019
Q4 | $438K | Sell |
7,505
-157
| -2% | -$9.16K | 0.07% | 270 |
|
|
2019
Q3 | $397K | Sell |
7,662
-500
| -6% | -$25.9K | 0.07% | 291 |
|
|
2019
Q2 | $438K | Sell |
8,162
-1,513
| -16% | -$81.2K | 0.1% | 227 |
|
|
2019
Q1 | $532K | Sell |
9,675
-1,000
| -9% | -$55K | 0.13% | 179 |
|
|
2018
Q4 | $452K | Hold |
10,675
| – | – | 0.13% | 176 |
|
|
2018
Q3 | $613K | Buy |
10,675
+4,912
| +85% | +$282K | 0.15% | 148 |
|
|
2018
Q2 | $272K | Buy |
5,763
+302
| +6% | +$14.3K | 0.07% | 285 |
|
|
2018
Q1 | $289K | Buy |
5,461
+61
| +1% | +$3.23K | 0.09% | 250 |
|
|
2017
Q4 | $287K | Buy |
5,400
+140
| +3% | +$7.44K | 0.08% | 264 |
|
|
2017
Q3 | $284K | Buy |
+5,260
| New | +$284K | 0.1% | 225 |
|