Mount Yale Investment Advisors’s Carnival Corp CCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.8K | Buy |
+2,128
| New | +$59.8K | ﹤0.01% | 766 |
|
|
2019
Q3 | – | Sell |
-12,065
| Closed | -$548K | – | 304 |
|
|
2019
Q2 | $548K | Sell |
12,065
-57
| -0.5% | -$2.59K | 0.1% | 166 |
|
|
2019
Q1 | $615K | Buy |
12,122
+716
| +6% | +$36.3K | 0.12% | 144 |
|
|
2018
Q4 | $648K | Buy |
11,406
+2,248
| +25% | +$128K | 0.13% | 143 |
|
|
2018
Q3 | $537K | Sell |
9,158
-1,105
| -11% | -$64.8K | 0.09% | 163 |
|
|
2018
Q2 | $588K | Buy |
10,263
+8,928
| +669% | +$512K | 0.11% | 155 |
|
|
2018
Q1 | $88K | Buy |
+1,335
| New | +$88K | 0.02% | 491 |
|