SSWM
Sheets Smith Wealth Management’s Carnival Corp CCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,323
| Closed | -$480K | – | 311 |
|
|
2018
Q1 | $480K | Sell |
7,323
-7,195
| -50% | -$472K | 0.12% | 192 |
|
|
2017
Q4 | $964K | Buy |
14,518
+296
| +2% | +$19.7K | 0.23% | 121 |
|
|
2017
Q3 | $918K | Sell |
14,222
-244
| -2% | -$15.8K | 0.23% | 118 |
|
|
2017
Q2 | $949K | Sell |
14,466
-634
| -4% | -$41.6K | 0.25% | 113 |
|
|
2017
Q1 | $890K | Sell |
15,100
-163
| -1% | -$9.61K | 0.24% | 122 |
|
|
2016
Q4 | $795K | Buy |
+15,263
| New | +$795K | 0.22% | 124 |
|