Sugarloaf Wealth Management’s Royal Caribbean RCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $113K | Buy |
492
+1
| +0.2% | +$231 | 0.02% | 223 |
|
|
2024
Q3 | $87.1K | Hold |
491
| – | – | 0.02% | 242 |
|
|
2024
Q2 | $78.3K | Hold |
491
| – | – | 0.02% | 248 |
|
|
2024
Q1 | $68.3K | Hold |
491
| – | – | 0.01% | 263 |
|
|
2023
Q4 | $63.6K | Hold |
491
| – | – | 0.02% | 262 |
|
|
2023
Q3 | $45.2K | Hold |
491
| – | – | 0.01% | 298 |
|
|
2023
Q2 | $50.9K | Hold |
491
| – | – | 0.01% | 286 |
|
|
2023
Q1 | $32.1K | Hold |
491
| – | – | 0.01% | 340 |
|
|
2022
Q4 | $24.3K | Sell |
491
-500
| -50% | -$24.7K | 0.01% | 380 |
|
|
2022
Q3 | $38K | Sell |
991
-200
| -17% | -$7.67K | 0.01% | 328 |
|
|
2022
Q2 | $38K | Sell |
1,191
-175
| -13% | -$5.58K | 0.01% | 319 |
|
|
2022
Q1 | $114K | Buy |
1,366
+125
| +10% | +$10.4K | 0.03% | 174 |
|
|
2021
Q4 | $95K | Buy |
1,241
+250
| +25% | +$19.1K | 0.02% | 207 |
|
|
2021
Q3 | $88K | Hold |
991
| – | – | 0.02% | 205 |
|
|
2021
Q2 | $85K | Hold |
991
| – | – | 0.02% | 205 |
|
|
2021
Q1 | $85 | Hold |
991
| – | – | 0.03% | 208 |
|
|
2020
Q4 | $74K | Sell |
991
-100
| -9% | -$7.47K | 0.02% | 207 |
|
|
2020
Q3 | $71K | Buy |
1,091
+200
| +22% | +$13K | 0.03% | 192 |
|
|
2020
Q2 | $45K | Buy |
891
+200
| +29% | +$10.1K | 0.02% | 253 |
|
|
2020
Q1 | $22K | Buy |
+691
| New | +$22K | 0.01% | 316 |
|