Atria Wealth Solutions’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-956
| Closed | -$294K | – | 2003 |
|
|
2024
Q2 | $294K | Sell |
956
-1,506
| -61% | -$463K | ﹤0.01% | 1504 |
|
|
2024
Q1 | $994K | Sell |
2,462
-1,186
| -33% | -$479K | 0.01% | 912 |
|
|
2023
Q4 | $1.45M | Buy |
3,648
+322
| +10% | +$128K | 0.02% | 714 |
|
|
2023
Q3 | $1.18M | Buy |
3,326
+65
| +2% | +$23.2K | 0.02% | 734 |
|
|
2023
Q2 | $1.22M | Buy |
3,261
+109
| +3% | +$40.8K | 0.02% | 757 |
|
|
2023
Q1 | $1.08M | Buy |
3,152
+26
| +0.8% | +$8.91K | 0.02% | 762 |
|
|
2022
Q4 | $945K | Buy |
3,126
+343
| +12% | +$104K | 0.02% | 773 |
|
|
2022
Q3 | $886K | Sell |
2,783
-2,327
| -46% | -$741K | 0.02% | 757 |
|
|
2022
Q2 | $1.8M | Buy |
5,110
+222
| +5% | +$78K | 0.03% | 470 |
|
|
2022
Q1 | $2.07M | Buy |
+4,888
| New | +$2.07M | 0.03% | 472 |
|