Sweet Financial Partners’s Norwegian Cruise Line NCLH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-22,950
| Closed | -$309K | – | 180 |
|
2023
Q1 | $309K | Hold |
22,950
| – | – | 0.09% | 136 |
|
2022
Q4 | $281K | Hold |
22,950
| – | – | 0.08% | 142 |
|
2022
Q3 | $261K | Hold |
22,950
| – | – | 0.08% | 141 |
|
2022
Q2 | $255K | Hold |
22,950
| – | – | 0.08% | 143 |
|
2022
Q1 | $502K | Buy |
22,950
+11,285
| +97% | +$247K | 0.13% | 95 |
|
2021
Q4 | $242K | Buy |
+11,665
| New | +$242K | 0.1% | 130 |
|