AWE
Avidian Wealth Enterprises’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-605
| Closed | -$228K | – | 531 |
|
|
2024
Q3 | $228K | Buy |
+605
| New | +$228K | 0.01% | 458 |
|
|
2024
Q2 | – | Sell |
-636
| Closed | -$257K | – | 509 |
|
|
2024
Q1 | $257K | Buy |
636
+10
| +2% | +$4.04K | 0.01% | 379 |
|
|
2023
Q4 | $250K | Hold |
626
| – | – | 0.02% | 372 |
|
|
2023
Q3 | $223K | Hold |
626
| – | – | 0.02% | 370 |
|
|
2023
Q2 | $235K | Buy |
+626
| New | +$235K | 0.02% | 381 |
|
|
2022
Q2 | – | Sell |
-893
| Closed | -$378K | – | 484 |
|
|
2022
Q1 | $378K | Sell |
893
-40
| -4% | -$16.9K | 0.02% | 345 |
|
|
2021
Q4 | $528K | Buy |
+933
| New | +$528K | 0.03% | 281 |
|
|
2018
Q2 | – | Sell |
-4,467
| Closed | -$653K | – | 112 |
|
|
2018
Q1 | $653K | Buy |
+4,467
| New | +$653K | 0.22% | 39 |
|