SWM
Selective Wealth Management’s Carnival Corp CCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-997
| Closed | -$7K | – | 208 |
|
|
2022
Q3 | $7K | Hold |
997
| – | – | ﹤0.01% | 555 |
|
|
2022
Q2 | $9K | Buy |
997
+344
| +53% | +$3.11K | ﹤0.01% | 568 |
|
|
2022
Q1 | $13K | Hold |
653
| – | – | ﹤0.01% | 496 |
|
|
2021
Q4 | $13K | Hold |
653
| – | – | 0.01% | 463 |
|
|
2021
Q3 | $16K | Buy |
653
+250
| +62% | +$6.13K | 0.01% | 384 |
|
|
2021
Q2 | $11K | Hold |
403
| – | – | 0.01% | 329 |
|
|
2021
Q1 | $11K | Hold |
403
| – | – | 0.01% | 241 |
|
|
2020
Q4 | $9K | Hold |
403
| – | – | 0.01% | 251 |
|
|
2020
Q3 | $6K | Hold |
403
| – | – | ﹤0.01% | 234 |
|
|
2020
Q2 | $7K | Hold |
403
| – | – | 0.01% | 259 |
|
|
2020
Q1 | $5K | Buy |
403
+309
| +329% | +$3.83K | 0.01% | 197 |
|
|
2019
Q4 | $5K | Buy |
94
+1
| +1% | +$53 | 0.01% | 211 |
|
|
2019
Q3 | $4K | Buy |
+93
| New | +$4K | 0.01% | 234 |
|