AMJ Financial 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
Q2 | – | Sell |
-521
| Closed | -$210K | – | 79 |
|
|
2024
Q1 | $210K | Buy |
+521
| New | +$210K | 0.07% | 74 |
|
|
2022
Q2 | – | Sell |
-4,676
| Closed | -$1.98M | – | 78 |
|
|
2022
Q1 | $1.98M | Hold |
4,676
| – | – | 0.79% | 34 |
|
|
2021
Q4 | $2.65M | Sell |
4,676
-3,944
| -46% | -$2.23M | 0.96% | 33 |
|
|
2021
Q3 | $3.74M | Hold |
8,620
| – | – | 1.53% | 29 |
|
|
2021
Q2 | $3.95M | Buy |
8,620
+310
| +4% | +$142K | 1.72% | 25 |
|
|
2021
Q1 | $2.87M | Buy |
8,310
+184
| +2% | +$63.5K | 1.39% | 30 |
|
|
2020
Q4 | $3.03M | Sell |
8,126
-2,329
| -22% | -$868K | 1.55% | 31 |
|
|
2020
Q3 | $3.5M | Buy |
10,455
+6,214
| +147% | +$2.08M | 2.06% | 24 |
|
|
2020
Q2 | $1.15M | Buy |
+4,241
| New | +$1.15M | 0.79% | 37 |
|