MGIA
Moneta Group Investment Advisors’s Royal Caribbean RCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Sell |
2,756
-273
| -9% | -$85.5K | 0.01% | 330 |
|
|
2025
Q1 | $622K | Buy |
3,029
+277
| +10% | +$56.9K | 0.01% | 368 |
|
|
2024
Q4 | $635K | Buy |
2,752
+24
| +0.9% | +$5.54K | 0.01% | 353 |
|
|
2024
Q3 | $484K | Sell |
2,728
-86
| -3% | -$15.3K | 0.01% | 409 |
|
|
2024
Q2 | $449K | Buy |
2,814
+6
| +0.2% | +$957 | 0.01% | 409 |
|
|
2024
Q1 | $390K | Buy |
+2,808
| New | +$390K | 0.01% | 425 |
|
|
2023
Q3 | – | Sell |
-2,154
| Closed | -$223K | – | 555 |
|
|
2023
Q2 | $223K | Buy |
+2,154
| New | +$223K | ﹤0.01% | 484 |
|
|
2018
Q2 | – | Sell |
-92
| Closed | -$11K | – | 582 |
|
|
2018
Q1 | $11K | Buy |
92
+89
| +2,967% | +$10.6K | ﹤0.01% | 450 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 532 |
|