Wealthspire Advisors (New York)’s Carnival Corp CCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+7,609
| New | +$214K | ﹤0.01% | 767 |
|
|
2025
Q1 | – | Sell |
-11,132
| Closed | -$277K | – | 797 |
|
|
2024
Q4 | $277K | Buy |
+11,132
| New | +$277K | ﹤0.01% | 662 |
|
|
2024
Q2 | – | Sell |
-10,778
| Closed | -$176K | – | 670 |
|
|
2024
Q1 | $176K | Sell |
10,778
-1,358
| -11% | -$22.2K | ﹤0.01% | 613 |
|
|
2023
Q4 | $225K | Buy |
+12,136
| New | +$225K | ﹤0.01% | 587 |
|
|
2021
Q2 | – | Sell |
-14,003
| Closed | -$372K | – | 421 |
|
|
2021
Q1 | $372K | Buy |
14,003
+2,067
| +17% | +$54.9K | 0.01% | 484 |
|
|
2020
Q4 | $259K | Buy |
+11,936
| New | +$259K | 0.01% | 482 |
|
|
2019
Q1 | – | Sell |
-716
| Closed | -$35K | – | 171 |
|
|
2018
Q4 | $35K | Buy |
+716
| New | +$35K | ﹤0.01% | 232 |
|