Mount Yale Investment Advisors’s Royal Caribbean RCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Buy |
+442
| New | +$139K | 0.01% | 603 |
|
|
2024
Q1 | – | Sell |
-13,784
| Closed | -$1.78M | – | 556 |
|
|
2023
Q4 | $1.78M | Sell |
13,784
-535
| -4% | -$69.3K | 0.17% | 132 |
|
|
2023
Q3 | $1.32M | Buy |
14,319
+214
| +2% | +$19.7K | 0.14% | 150 |
|
|
2023
Q2 | $1.46M | Sell |
14,105
-4,068
| -22% | -$422K | 0.16% | 140 |
|
|
2023
Q1 | $1.19M | Sell |
18,173
-1,458
| -7% | -$95.2K | 0.13% | 159 |
|
|
2022
Q4 | $970K | Buy |
19,631
+711
| +4% | +$35.1K | 0.11% | 187 |
|
|
2022
Q3 | $717K | Buy |
18,920
+1,339
| +8% | +$50.7K | 0.1% | 219 |
|
|
2022
Q2 | $614K | Buy |
17,581
+3,894
| +28% | +$136K | 0.08% | 251 |
|
|
2022
Q1 | $1.15M | Buy |
13,687
+1,137
| +9% | +$95.3K | 0.12% | 177 |
|
|
2021
Q4 | $965K | Buy |
12,550
+15
| +0.1% | +$1.15K | 0.1% | 207 |
|
|
2021
Q3 | $1.12M | Buy |
12,535
+221
| +2% | +$19.7K | 0.13% | 178 |
|
|
2021
Q2 | $1.05M | Sell |
12,314
-140
| -1% | -$11.9K | 0.13% | 169 |
|
|
2021
Q1 | $1.07M | Buy |
12,454
+529
| +4% | +$45.3K | 0.14% | 154 |
|
|
2020
Q4 | $891K | Buy |
11,925
+57
| +0.5% | +$4.26K | 0.13% | 180 |
|
|
2020
Q3 | $768K | Buy |
11,868
+114
| +1% | +$7.38K | 0.11% | 182 |
|
|
2020
Q2 | $591K | Buy |
+11,754
| New | +$591K | 0.11% | 205 |
|
|
2020
Q1 | – | Sell |
-3,376
| Closed | -$395K | – | 327 |
|
|
2019
Q4 | $395K | Buy |
3,376
+3
| +0.1% | +$351 | 0.07% | 247 |
|
|
2019
Q3 | $384K | Buy |
+3,373
| New | +$384K | 0.07% | 234 |
|
|
2018
Q4 | – | Sell |
-945
| Closed | -$103K | – | 666 |
|
|
2018
Q3 | $103K | Buy |
945
+677
| +253% | +$73.8K | 0.02% | 434 |
|
|
2018
Q2 | $28K | Buy |
268
+8
| +3% | +$836 | 0.01% | 728 |
|
|
2018
Q1 | $31K | Buy |
+260
| New | +$31K | 0.01% | 702 |
|