Pinnacle Wealth Planning Services’s Carnival PLC CUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-876
| Closed | -$16K | – | 721 |
|
|
2020
Q4 | $16K | Buy |
+876
| New | +$16K | ﹤0.01% | 1227 |
|
|
2018
Q4 | – | Sell |
-5,760
| Closed | -$364K | – | 157 |
|
|
2018
Q3 | $364K | Buy |
5,760
+1,446
| +34% | +$91.4K | 0.33% | 98 |
|
|
2018
Q2 | $249K | Buy |
+4,314
| New | +$249K | 0.24% | 134 |
|
|
2018
Q1 | – | Sell |
-1,128
| Closed | -$74K | – | 176 |
|
|
2017
Q4 | $74K | Buy |
+1,128
| New | +$74K | 0.15% | 108 |
|