WealthPlan Investment Management’s Carnival Corp CCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-27,719
Closed -$323K 460
2022
Q4
$323K Sell
27,719
-15,000
-35% -$175K 0.02% 303
2022
Q3
$380K Buy
+42,719
New +$380K 0.03% 274
2022
Q1
$1.83M Buy
+105,923
New +$1.83M 0.13% 124