SVWAG
Sound View Wealth Advisors Group’s Carnival Corp CCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
14,317
+100
| +0.7% | +$2.81K | 0.03% | 296 |
|
|
2025
Q1 | $278K | Sell |
14,217
-700
| -5% | -$13.7K | 0.02% | 345 |
|
|
2024
Q4 | $372K | Buy |
14,917
+475
| +3% | +$11.8K | 0.03% | 304 |
|
|
2024
Q3 | $267K | Buy |
14,442
+100
| +0.7% | +$1.85K | 0.02% | 356 |
|
|
2024
Q2 | $268K | Buy |
14,342
+2,200
| +18% | +$41.2K | 0.03% | 319 |
|
|
2024
Q1 | $198K | Buy |
12,142
+205
| +2% | +$3.35K | 0.02% | 365 |
|
|
2023
Q4 | $221K | Hold |
11,937
| – | – | 0.02% | 358 |
|
|
2023
Q3 | $164K | Hold |
11,937
| – | – | 0.02% | 354 |
|
|
2023
Q2 | $225K | Sell |
11,937
-2,300
| -16% | -$43.3K | 0.03% | 335 |
|
|
2023
Q1 | $145K | Buy |
14,237
+2,300
| +19% | +$23.3K | 0.02% | 359 |
|
|
2022
Q4 | $221K | Buy |
+11,937
| New | +$221K | 0.02% | 358 |
|
|
2020
Q1 | – | Sell |
-4,639
| Closed | -$236K | – | 220 |
|
|
2019
Q4 | $236K | Sell |
4,639
-2,288
| -33% | -$116K | 0.07% | 221 |
|
|
2019
Q3 | $303K | Sell |
6,927
-2,877
| -29% | -$126K | 0.09% | 189 |
|
|
2019
Q2 | $456K | Buy |
+9,804
| New | +$456K | 0.13% | 151 |
|