Clearstead Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7K | Buy |
126
+32
| +34% | +$9.33K | ﹤0.01% | 1389 |
|
|
2025
Q1 | $29.9K | Sell |
94
-771
| -89% | -$245K | ﹤0.01% | 1298 |
|
|
2024
Q4 | $295K | Sell |
865
-8
| -0.9% | -$2.73K | ﹤0.01% | 728 |
|
|
2024
Q3 | $329K | Sell |
873
-458
| -34% | -$173K | 0.01% | 689 |
|
|
2024
Q2 | $409K | Buy |
1,331
+1,324
| +18,914% | +$407K | 0.01% | 581 |
|
|
2024
Q1 | $2.61K | Sell |
7
-100
| -93% | -$37.3K | ﹤0.01% | 1281 |
|
|
2023
Q4 | $42.7K | Sell |
107
-141
| -57% | -$56.2K | ﹤0.01% | 781 |
|
|
2023
Q3 | $88.3K | Sell |
248
-27
| -10% | -$9.62K | ﹤0.01% | 760 |
|
|
2023
Q2 | $103K | Buy |
275
+69
| +33% | +$25.9K | 0.01% | 573 |
|
|
2023
Q1 | $70.5K | Buy |
206
+189
| +1,112% | +$64.7K | 0.01% | 584 |
|
|
2022
Q4 | $5.14K | Hold |
17
| – | – | ﹤0.01% | 981 |
|
|
2022
Q3 | $5K | Sell |
17
-5
| -23% | -$1.47K | ﹤0.01% | 978 |
|
|
2022
Q2 | $8K | Buy |
22
+17
| +340% | +$6.18K | ﹤0.01% | 951 |
|
|
2022
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 1223 |
|
|
2021
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 1069 |
|
|
2021
Q3 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 1140 |
|