WealthPLAN Partners’s Royal Caribbean RCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,255
| Closed | -$130K | – | 950 |
|
|
2023
Q2 | $130K | Sell |
1,255
-640
| -34% | -$66.4K | 0.02% | 353 |
|
|
2023
Q1 | $124K | Buy |
+1,895
| New | +$124K | 0.01% | 381 |
|
|
2021
Q4 | – | Sell |
-3,795
| Closed | -$272K | – | 390 |
|
|
2021
Q3 | $272K | Buy |
3,795
+55
| +1% | +$3.94K | 0.02% | 324 |
|
|
2021
Q2 | $306K | Buy |
+3,740
| New | +$306K | 0.02% | 286 |
|
|
2015
Q2 | $3K | Buy |
33
+10
| +43% | +$909 | ﹤0.01% | 371 |
|
|
2015
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 495 |
|