WWA
WCG Wealth Advisors’s Carnival Corp CCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,211
| Closed | -$282K | – | 263 |
|
|
2023
Q4 | $282K | Sell |
15,211
-160
| -1% | -$2.97K | 0.02% | 284 |
|
|
2023
Q3 | $211K | Buy |
15,371
+2,290
| +18% | +$31.4K | 0.02% | 278 |
|
|
2023
Q2 | $246K | Buy |
+13,081
| New | +$246K | 0.03% | 154 |
|
|
2022
Q4 | – | Sell |
-12,781
| Closed | -$91K | – | 173 |
|
|
2022
Q3 | $91K | Sell |
12,781
-496
| -4% | -$3.53K | 0.01% | 282 |
|
|
2022
Q2 | $115K | Buy |
+13,277
| New | +$115K | 0.02% | 267 |
|