VWA
V Wealth Advisors’s Carnival Corp CCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-31,576
| Closed | -$2.04M | – | 218 |
|
|
2018
Q1 | $2.04M | Sell |
31,576
-26
| -0.1% | -$1.68K | 1.09% | 25 |
|
|
2017
Q4 | $2.17M | Sell |
31,602
-1,000
| -3% | -$68.6K | 1.09% | 26 |
|
|
2017
Q3 | $2.1M | Buy |
32,602
+1,038
| +3% | +$67K | 1.07% | 25 |
|
|
2017
Q2 | $2.07M | Buy |
31,564
+2,049
| +7% | +$134K | 0.97% | 23 |
|
|
2017
Q1 | $1.73M | Buy |
29,515
+1,320
| +5% | +$77.3K | 1.06% | 28 |
|
|
2016
Q4 | $1.47M | Buy |
+28,195
| New | +$1.47M | 1.07% | 31 |
|