SSWM
Sheets Smith Wealth Management’s Royal Caribbean RCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,668
| Closed | -$314K | – | 328 |
|
|
2018
Q1 | $314K | Sell |
2,668
-18
| -0.7% | -$2.12K | 0.08% | 253 |
|
|
2017
Q4 | $320K | Buy |
2,686
+61
| +2% | +$7.27K | 0.08% | 256 |
|
|
2017
Q3 | $311K | Sell |
2,625
-28
| -1% | -$3.32K | 0.08% | 250 |
|
|
2017
Q2 | $290K | Buy |
+2,653
| New | +$290K | 0.08% | 239 |
|
|
2015
Q1 | – | Sell |
-10,478
| Closed | -$864K | – | 253 |
|
|
2014
Q4 | $864K | Buy |
+10,478
| New | +$864K | 0.23% | 135 |
|