MSWM
Mader & Shannon Wealth Management’s Carnival Corp CCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-25,901
| Closed | -$1.7M | – | 13 |
|
|
2018
Q1 | $1.7M | Buy |
25,901
+1,316
| +5% | +$86.3K | 2.02% | 10 |
|
|
2017
Q4 | $1.63M | Buy |
24,585
+1,129
| +5% | +$74.9K | 1.19% | 22 |
|
|
2017
Q3 | $1.51M | Buy |
23,456
+1,019
| +5% | +$65.8K | 0.97% | 22 |
|
|
2017
Q2 | $1.47M | Buy |
+22,437
| New | +$1.47M | 2.03% | 9 |
|