WR Wealth Planners’s Carnival Corp CCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $22.4K | Sell |
898
-576
| -39% | -$14.4K | 0.01% | 444 |
|
|
2024
Q3 | $27.2K | Sell |
1,474
-349
| -19% | -$6.45K | 0.01% | 436 |
|
|
2024
Q2 | $34.1K | Sell |
1,823
-390
| -18% | -$7.3K | 0.01% | 373 |
|
|
2024
Q1 | $36.2K | Sell |
2,213
-11,152
| -83% | -$182K | 0.01% | 376 |
|
|
2023
Q4 | $248K | Buy |
13,365
+356
| +3% | +$6.6K | 0.09% | 154 |
|
|
2023
Q3 | $178K | Sell |
13,009
-5,312
| -29% | -$72.9K | 0.07% | 182 |
|
|
2023
Q2 | $345K | Buy |
18,321
+1,818
| +11% | +$34.2K | 0.13% | 121 |
|
|
2023
Q1 | $168K | Buy |
16,503
+16,357
| +11,203% | +$166K | 0.07% | 173 |
|
|
2022
Q4 | $1.18K | Hold |
146
| – | – | ﹤0.01% | 423 |
|
|
2022
Q3 | $1.03K | Buy |
146
+60
| +70% | +$422 | ﹤0.01% | 422 |
|
|
2022
Q2 | $744 | Hold |
86
| – | – | ﹤0.01% | 467 |
|
|
2022
Q1 | $1.74K | Buy |
+86
| New | +$1.74K | ﹤0.01% | 434 |
|