AE Wealth Management’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,330
| Closed | -$502K | – | 1765 |
|
|
2023
Q4 | $502K | Buy |
1,330
+482
| +57% | +$182K | ﹤0.01% | 1434 |
|
|
2023
Q3 | $302K | Sell |
848
-4
| -0.5% | -$1.42K | ﹤0.01% | 1608 |
|
|
2023
Q2 | $319K | Sell |
852
-1
| -0.1% | -$375 | ﹤0.01% | 1588 |
|
|
2023
Q1 | $292K | Buy |
853
+27
| +3% | +$9.24K | ﹤0.01% | 1564 |
|
|
2022
Q4 | $250K | Sell |
826
-706
| -46% | -$214K | ﹤0.01% | 1572 |
|
|
2022
Q3 | $488K | Buy |
1,532
+636
| +71% | +$203K | ﹤0.01% | 1276 |
|
|
2022
Q2 | $315K | Buy |
896
+14
| +2% | +$4.92K | ﹤0.01% | 1413 |
|
|
2022
Q1 | $373K | Buy |
882
+313
| +55% | +$132K | ﹤0.01% | 1334 |
|
|
2021
Q4 | $322K | Buy |
+569
| New | +$322K | ﹤0.01% | 1421 |
|