Lucia Wealth Services’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 |
-7,665
| Closed | -$378K | – | 192 |
|
|
2018
Q4 | $378K | Sell |
7,665
-5,335
| -41% | -$263K | 0.18% | 86 |
|
|
2018
Q3 | $829K | Buy |
13,000
+399
| +3% | +$25.4K | 0.26% | 84 |
|
|
2018
Q2 | $722K | Sell |
12,601
-33,224
| -73% | -$1.9M | 0.32% | 72 |
|
|
2018
Q1 | $3.01M | Buy |
45,825
+16,280
| +55% | +$1.07M | 0.98% | 37 |
|
|
2017
Q4 | $1.96M | Buy |
+29,545
| New | +$1.96M | 0.87% | 28 |
|