AW
POOL icon

Avion Wealth’s Pool Corp POOL Stock Holding History

Avion Wealth’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2
Closed – – 1520
2025
Q4 		$0 Buy
+2
New +$520 ﹤0.01% 1509
2025
Q2 		– Sell
-2
Closed – – 1511
2025
Q1 		$0 Buy
+2
New +$678 ﹤0.01% 1289
2024
Q4 		– Sell
-2
Closed – – 1226
2024
Q3 		$0 Sell
2
-4
-67% -$1.38K ﹤0.01% 1263
2024
Q2 		$1K Hold
6
– – ﹤0.01% 794
2024
Q1 		$3K Hold
6
– – ﹤0.01% 592
2023
Q4 		$2K Buy
6
+1
+20% +$351 ﹤0.01% 607
2023
Q3 		$1K Buy
5
+1
+25% +$364 ﹤0.01% 706
2023
Q2 		$1K Hold
4
– – ﹤0.01% 634
2023
Q1 		$1K Hold
4
– – ﹤0.01% 475
2022
Q4 		$1K Hold
4
– – ﹤0.01% 438
2022
Q3 		$1K Hold
4
– – ﹤0.01% 479
2022
Q2 		$1K Buy
+4
New +$1.59K ﹤0.01% 478

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VCM
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VPM
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State Street
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return