Chicago Partners Investment Group’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-552
| Closed | -$210K | – | 693 |
|
2023
Q2 | $210K | Buy |
+552
| New | +$210K | 0.01% | 628 |
|
2023
Q1 | – | Sell |
-533
| Closed | -$209K | – | 681 |
|
2022
Q4 | $209K | Buy |
+533
| New | +$209K | 0.01% | 579 |
|
2022
Q2 | – | Sell |
-517
| Closed | -$200K | – | 605 |
|
2022
Q1 | $200K | Buy |
517
+18
| +4% | +$6.96K | 0.02% | 522 |
|
2021
Q4 | $225K | Buy |
499
+130
| +35% | +$58.6K | 0.02% | 501 |
|
2021
Q3 | $204K | Buy |
+369
| New | +$204K | 0.01% | 546 |
|