Circle Wealth Management’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-497
| Closed | -$210K | – | 174 |
|
|
2022
Q1 | $210K | Hold |
497
| – | – | 0.03% | 176 |
|
|
2021
Q4 | $281K | Hold |
497
| – | – | 0.04% | 169 |
|
|
2021
Q3 | $216K | Sell |
497
-740
| -60% | -$322K | 0.03% | 170 |
|
|
2021
Q2 | $567K | Hold |
1,237
| – | – | 0.08% | 112 |
|
|
2021
Q1 | $427K | Hold |
1,237
| – | – | 0.07% | 123 |
|
|
2020
Q4 | $461K | Buy |
+1,237
| New | +$461K | 0.07% | 155 |
|