WANY
Wealthspire Advisors (New York)’s Royal Caribbean RCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
2,349
+150
| +7% | +$47K | ﹤0.01% | 447 |
|
|
2025
Q1 | $452K | Buy |
2,199
+4
| +0.2% | +$822 | ﹤0.01% | 540 |
|
|
2024
Q4 | $506K | Buy |
2,195
+159
| +8% | +$36.7K | 0.01% | 511 |
|
|
2024
Q3 | $361K | Buy |
2,036
+33
| +2% | +$5.85K | ﹤0.01% | 578 |
|
|
2024
Q2 | $319K | Buy |
2,003
+259
| +15% | +$41.3K | ﹤0.01% | 527 |
|
|
2024
Q1 | $242K | Sell |
1,744
-301
| -15% | -$41.8K | ﹤0.01% | 555 |
|
|
2023
Q4 | $265K | Buy |
+2,045
| New | +$265K | ﹤0.01% | 553 |
|
|
2022
Q1 | – | Sell |
-2,638
| Closed | -$203K | – | 532 |
|
|
2021
Q4 | $203K | Buy |
+2,638
| New | +$203K | ﹤0.01% | 517 |
|
|
2021
Q2 | – | Sell |
-6,272
| Closed | -$537K | – | 595 |
|
|
2021
Q1 | $537K | Buy |
6,272
+2,502
| +66% | +$214K | 0.01% | 377 |
|
|
2020
Q4 | $282K | Buy |
3,770
+644
| +21% | +$48.2K | 0.01% | 453 |
|
|
2020
Q3 | $202K | Buy |
+3,126
| New | +$202K | 0.01% | 305 |
|
|
2019
Q1 | – | Sell |
-120
| Closed | -$12K | – | 630 |
|
|
2018
Q4 | $12K | Buy |
+120
| New | +$12K | ﹤0.01% | 462 |
|