SWM
Sugarloaf Wealth Management’s Norwegian Cruise Line NCLH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.01K | Hold |
350
| – | – | ﹤0.01% | 514 |
|
|
2024
Q3 | $7.18K | Sell |
350
-750
| -68% | -$15.4K | ﹤0.01% | 532 |
|
|
2024
Q2 | $20.7K | Hold |
1,100
| – | – | ﹤0.01% | 390 |
|
|
2024
Q1 | $23K | Hold |
1,100
| – | – | ﹤0.01% | 382 |
|
|
2023
Q4 | $22K | Sell |
1,100
-700
| -39% | -$14K | 0.01% | 388 |
|
|
2023
Q3 | $29.7K | Hold |
1,800
| – | – | 0.01% | 343 |
|
|
2023
Q2 | $39.2K | Hold |
1,800
| – | – | 0.01% | 318 |
|
|
2023
Q1 | $24.2K | Hold |
1,800
| – | – | 0.01% | 372 |
|
|
2022
Q4 | $22K | Hold |
1,800
| – | – | 0.01% | 395 |
|
|
2022
Q3 | $21K | Hold |
1,800
| – | – | 0.01% | 415 |
|
|
2022
Q2 | $14K | Hold |
1,800
| – | – | ﹤0.01% | 459 |
|
|
2022
Q1 | $39K | Sell |
1,800
-700
| -28% | -$15.2K | 0.01% | 313 |
|
|
2021
Q4 | $52K | Hold |
2,500
| – | – | 0.01% | 286 |
|
|
2021
Q3 | $67K | Hold |
2,500
| – | – | 0.02% | 234 |
|
|
2021
Q2 | $74K | Buy |
2,500
+100
| +4% | +$2.96K | 0.02% | 222 |
|
|
2021
Q1 | $66 | Buy |
2,400
+950
| +66% | +$26 | 0.02% | 242 |
|
|
2020
Q4 | $37K | Sell |
1,450
-570
| -28% | -$14.5K | 0.01% | 287 |
|
|
2020
Q3 | $35K | Buy |
+2,020
| New | +$35K | 0.01% | 278 |
|