CA
POOL icon

Clearstead Advisors’s Pool Corp POOL Stock Holding History

Clearstead Advisors’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 		$9.71K Sell
48
-74
-61% -$17.4K ﹤0.01% 1601
2025
Q4 		$27.9K Buy
122
+61
+100% +$15.9K ﹤0.01% 1608
2025
Q3 		$18.9K Sell
61
-65
-52% -$20.4K ﹤0.01% 1661
2025
Q2 		$36.7K Buy
126
+32
+34% +$9.68K ﹤0.01% 1393
2025
Q1 		$29.9K Sell
94
-771
-89% -$262K ﹤0.01% 1302
2024
Q4 		$295K Sell
865
-8
-0.9% -$2.92K ﹤0.01% 729
2024
Q3 		$329K Sell
873
-458
-34% -$158K 0.01% 690
2024
Q2 		$409K Buy
1,331
+1,324
+18,914% +$479K 0.01% 581
2024
Q1 		$2.61K Sell
7
-100
-93% -$39.1K ﹤0.01% 1282
2023
Q4 		$42.7K Sell
107
-141
-57% -$49.4K ﹤0.01% 783
2023
Q3 		$88.3K Sell
248
-27
-10% -$9.83K ﹤0.01% 761
2023
Q2 		$103K Buy
275
+69
+33% +$23.6K 0.01% 573
2023
Q1 		$70.5K Buy
206
+189
+1,112% +$67.1K 0.01% 584
2022
Q4 		$5.14K Hold
17
– – ﹤0.01% 982
2022
Q3 		$5K Sell
17
-5
-23% -$1.78K ﹤0.01% 980
2022
Q2 		$8K Buy
22
+17
+340% +$6.74K ﹤0.01% 953
2022
Q1 		$2K Hold
5
– – ﹤0.01% 1225
2021
Q4 		$3K Hold
5
– – ﹤0.01% 1073
2021
Q3 		$2K Buy
+5
New +$2.37K ﹤0.01% 1143

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