Wealthspire Advisors (Maryland)’s Royal Caribbean RCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $205K | Buy |
+3,174
| New | +$205K | 0.01% | 452 |
|
2020
Q1 | – | Sell |
-2,219
| Closed | -$296K | – | 494 |
|
2019
Q4 | $296K | Buy |
2,219
+173
| +8% | +$23.1K | 0.02% | 377 |
|
2019
Q3 | $222K | Sell |
2,046
-65
| -3% | -$7.05K | 0.02% | 411 |
|
2019
Q2 | $256K | Buy |
2,111
+107
| +5% | +$13K | 0.02% | 386 |
|
2019
Q1 | $230K | Buy |
2,004
+121
| +6% | +$13.9K | 0.02% | 408 |
|
2018
Q4 | $184K | Buy |
1,883
+25
| +1% | +$2.44K | 0.02% | 417 |
|
2018
Q3 | $241K | Buy |
1,858
+70
| +4% | +$9.08K | 0.02% | 410 |
|
2018
Q2 | $185K | Buy |
1,788
+1,484
| +488% | +$154K | 0.02% | 490 |
|
2018
Q1 | $36K | Sell |
304
-2
| -0.7% | -$237 | ﹤0.01% | 1107 |
|
2017
Q4 | $36K | Buy |
306
+164
| +115% | +$19.3K | ﹤0.01% | 1136 |
|
2017
Q3 | $17K | Buy |
142
+33
| +30% | +$3.95K | ﹤0.01% | 1359 |
|
2017
Q2 | $12K | Buy |
109
+13
| +14% | +$1.43K | ﹤0.01% | 1473 |
|
2017
Q1 | $9K | Buy |
96
+43
| +81% | +$4.03K | ﹤0.01% | 1374 |
|
2016
Q4 | $4K | Sell |
53
-336
| -86% | -$25.4K | ﹤0.01% | 1434 |
|
2016
Q3 | $29K | Buy |
389
+4
| +1% | +$298 | ﹤0.01% | 951 |
|
2016
Q2 | $26K | Buy |
385
+308
| +400% | +$20.8K | ﹤0.01% | 914 |
|
2016
Q1 | $6K | Sell |
77
-170
| -69% | -$13.2K | ﹤0.01% | 1301 |
|
2015
Q4 | $25K | Buy |
+247
| New | +$25K | ﹤0.01% | 907 |
|