Surevest’s Royal Caribbean RCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,555
| Closed | -$1.41M | – | 131 |
|
|
2019
Q4 | $1.41M | Sell |
10,555
-409
| -4% | -$54.6K | 0.6% | 77 |
|
|
2019
Q3 | $1.19M | Buy |
10,964
+872
| +9% | +$94.5K | 0.58% | 72 |
|
|
2019
Q2 | $1.22M | Buy |
10,092
+2,983
| +42% | +$361K | 0.64% | 67 |
|
|
2019
Q1 | $815K | Buy |
7,109
+2,925
| +70% | +$335K | 0.5% | 54 |
|
|
2018
Q4 | $409K | Buy |
+4,184
| New | +$409K | 0.32% | 62 |
|