BTWM
Baker Tilly Wealth Management’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,621
| Closed | -$654K | – | 383 |
|
|
2024
Q1 | $654K | Sell |
1,621
-37
| -2% | -$14.9K | 0.12% | 189 |
|
|
2023
Q4 | $661K | Sell |
1,658
-99
| -6% | -$39.5K | 0.11% | 214 |
|
|
2023
Q3 | $626K | Sell |
1,757
-495
| -22% | -$176K | 0.1% | 204 |
|
|
2023
Q2 | $844K | Buy |
2,252
+403
| +22% | +$151K | 0.09% | 232 |
|
|
2023
Q1 | $633K | Buy |
1,849
+339
| +22% | +$116K | 0.07% | 283 |
|
|
2022
Q4 | $457K | Sell |
1,510
-47
| -3% | -$14.2K | 0.06% | 347 |
|
|
2022
Q3 | $495K | Buy |
1,557
+3
| +0.2% | +$954 | 0.07% | 293 |
|
|
2022
Q2 | $546K | Sell |
1,554
-18
| -1% | -$6.32K | 0.07% | 279 |
|
|
2022
Q1 | $665K | Sell |
1,572
-198
| -11% | -$83.8K | 0.07% | 271 |
|
|
2021
Q4 | $1M | Buy |
1,770
+273
| +18% | +$155K | 0.11% | 196 |
|
|
2021
Q3 | $650K | Buy |
1,497
+139
| +10% | +$60.4K | 0.09% | 261 |
|
|
2021
Q2 | $623K | Buy |
1,358
+266
| +24% | +$122K | 0.1% | 227 |
|
|
2021
Q1 | $377K | Buy |
1,092
+206
| +23% | +$71.1K | 0.08% | 300 |
|
|
2020
Q4 | $330K | Buy |
+886
| New | +$330K | 0.1% | 217 |
|