SOA Wealth Advisors’s Carnival Corp CCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.6K | Hold |
449
| – | – | ﹤0.01% | 571 |
|
2025
Q1 | $8.77K | Hold |
449
| – | – | ﹤0.01% | 574 |
|
2024
Q4 | $11.2K | Hold |
449
| – | – | ﹤0.01% | 536 |
|
2024
Q3 | $8.3K | Buy |
449
+200
| +80% | +$3.7K | ﹤0.01% | 558 |
|
2024
Q2 | $4.66K | Hold |
249
| – | – | ﹤0.01% | 613 |
|
2024
Q1 | $4.07K | Sell |
249
-200
| -45% | -$3.27K | ﹤0.01% | 631 |
|
2023
Q4 | $8.32K | Buy |
449
+49
| +12% | +$908 | ﹤0.01% | 549 |
|
2023
Q3 | $5.49K | Hold |
400
| – | – | ﹤0.01% | 606 |
|
2023
Q2 | $7.53K | Hold |
400
| – | – | ﹤0.01% | 568 |
|
2023
Q1 | $4.06K | Hold |
400
| – | – | ﹤0.01% | 648 |
|
2022
Q4 | $3.22K | Hold |
400
| – | – | ﹤0.01% | 679 |
|
2022
Q3 | $2K | Sell |
400
-1,472
| -79% | -$7.36K | ﹤0.01% | 698 |
|
2022
Q2 | $16K | Buy |
1,872
+200
| +12% | +$1.71K | ﹤0.01% | 419 |
|
2022
Q1 | $33K | Sell |
1,672
-600
| -26% | -$11.8K | 0.01% | 369 |
|
2021
Q4 | $46K | Hold |
2,272
| – | – | 0.01% | 305 |
|
2021
Q3 | $56K | Hold |
2,272
| – | – | 0.01% | 293 |
|
2021
Q2 | $59K | Hold |
2,272
| – | – | 0.02% | 289 |
|
2021
Q1 | $60K | Hold |
2,272
| – | – | 0.02% | 246 |
|
2020
Q4 | $47K | Buy |
+2,272
| New | +$47K | 0.01% | 271 |
|