WP
WealthSource Partners’s Carnival Corp CCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $509K | Buy |
27,430
+62
| +0.2% | +$1.15K | 0.03% | 314 |
|
|
2023
Q3 | $375K | Sell |
27,368
-1,000
| -4% | -$13.7K | 0.03% | 367 |
|
|
2023
Q2 | $534K | Hold |
28,368
| – | – | 0.04% | 301 |
|
|
2023
Q1 | $288K | Hold |
28,368
| – | – | 0.02% | 409 |
|
|
2022
Q4 | $229K | Hold |
28,368
| – | – | 0.02% | 446 |
|
|
2022
Q3 | $199K | Buy |
+28,368
| New | +$199K | 0.01% | 462 |
|
|
2020
Q1 | – | Sell |
-4,379
| Closed | -$223K | – | 350 |
|
|
2019
Q4 | $223K | Buy |
+4,379
| New | +$223K | 0.03% | 375 |
|
|
2018
Q4 | – | Sell |
-3,196
| Closed | -$204K | – | 305 |
|
|
2018
Q3 | $204K | Buy |
+3,196
| New | +$204K | 0.05% | 292 |
|