Mowery & Schoenfeld Wealth Management’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 | $11.9K | Hold |
38
| – | – | 0.02% | 206 |
|
2025
Q1 | $7.81K | Hold |
38
| – | – | 0.02% | 284 |
|
2024
Q4 | $8.77K | Sell |
38
-252
| -87% | -$58.1K | 0.02% | 242 |
|
2024
Q3 | $51.4K | Hold |
290
| – | – | 0.08% | 97 |
|
2024
Q2 | $46.2K | Hold |
290
| – | – | 0.07% | 102 |
|
2024
Q1 | $40.3K | Hold |
290
| – | – | 0.08% | 81 |
|
2023
Q4 | $37.6K | Buy |
+290
| New | +$37.6K | 0.08% | 78 |
|