SWMG
Signature Wealth Management Group’s Carnival Corp CCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-9,746
| Closed | -$494K | – | 76 |
|
2019
Q1 | $494K | Buy |
9,746
+2,339
| +32% | +$119K | 0.35% | 63 |
|
2018
Q4 | $365K | Buy |
7,407
+170
| +2% | +$8.38K | 0.28% | 67 |
|
2018
Q3 | $391K | Buy |
7,237
+328
| +5% | +$17.7K | 0.29% | 65 |
|
2018
Q2 | $396K | Buy |
6,909
+415
| +6% | +$23.8K | 0.29% | 60 |
|
2018
Q1 | $426K | Buy |
6,494
+6,064
| +1,410% | +$398K | 0.33% | 50 |
|
2017
Q4 | $29K | Buy |
+430
| New | +$29K | 0.02% | 121 |
|