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Compass Ion Advisors’s Pool Corp POOL Stock Holding History

Compass Ion Advisors’s Portfolio POOL Stock Details POOL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-771
Closed -$307K – 241
2023
Q4 		$307K Sell
771
-7
-0.9% -$2.79K 0.05% 183
2023
Q3 		$277K Buy
+778
New +$277K 0.05% 191