Strategic Wealth Partners’s Carnival Corp CCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3K | Buy |
+972
| New | +$27.3K | ﹤0.01% | 592 |
|
|
2019
Q4 | – | Sell |
-3,211
| Closed | -$136 | – | 185 |
|
|
2019
Q3 | $136 | Sell |
3,211
-9,538
| -75% | -$404 | ﹤0.01% | 254 |
|
|
2019
Q2 | $593K | Sell |
12,749
-4,170
| -25% | -$194K | 0.29% | 88 |
|
|
2019
Q1 | $883K | Sell |
16,919
-1,773
| -9% | -$92.5K | 0.41% | 77 |
|
|
2018
Q4 | $1.01M | Sell |
18,692
-1,156
| -6% | -$62.3K | 0.51% | 60 |
|
|
2018
Q3 | $1.27M | Buy |
19,848
+2,433
| +14% | +$155K | 0.68% | 43 |
|
|
2018
Q2 | $998K | Buy |
17,415
+365
| +2% | +$20.9K | 0.58% | 54 |
|
|
2018
Q1 | $1.12M | Buy |
17,050
+5,444
| +47% | +$357K | 0.58% | 51 |
|
|
2017
Q4 | $769K | Buy |
+11,606
| New | +$769K | 0.43% | 85 |
|