SWM
SilverOak Wealth Management’s Royal Caribbean RCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
1,467
-85
| -5% | -$26.6K | 0.09% | 68 |
|
|
2025
Q1 | $319K | Sell |
1,552
-204
| -12% | -$41.9K | 0.07% | 72 |
|
|
2024
Q4 | $405K | Hold |
1,756
| – | – | 0.09% | 67 |
|
|
2024
Q3 | $311K | Hold |
1,756
| – | – | 0.07% | 73 |
|
|
2024
Q2 | $280K | Sell |
1,756
-195
| -10% | -$31.1K | 0.07% | 72 |
|
|
2024
Q1 | $271K | Hold |
1,951
| – | – | 0.07% | 77 |
|
|
2023
Q4 | $253K | Buy |
+1,951
| New | +$253K | 0.07% | 73 |
|