Waldron Private Wealth’s Royal Caribbean RCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,443
| Closed | -$564K | – | 397 |
|
|
2024
Q4 | $564K | Buy |
2,443
+8
| +0.3% | +$1.85K | 0.02% | 238 |
|
|
2024
Q3 | $432K | Buy |
2,435
+127
| +6% | +$22.5K | 0.02% | 271 |
|
|
2024
Q2 | $368K | Sell |
2,308
-6
| -0.3% | -$957 | 0.02% | 282 |
|
|
2024
Q1 | $322K | Buy |
2,314
+13
| +0.6% | +$1.81K | 0.01% | 303 |
|
|
2023
Q4 | $298K | Sell |
2,301
-8
| -0.3% | -$1.04K | 0.01% | 308 |
|
|
2023
Q3 | $213K | Sell |
2,309
-3
| -0.1% | -$276 | 0.01% | 344 |
|
|
2023
Q2 | $240K | Buy |
+2,312
| New | +$240K | 0.01% | 328 |
|