CWP
POOL icon

Concord Wealth Partners’s Pool Corp POOL Stock Holding History

Concord Wealth Partners’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 		– Sell
-9
Closed -$2.06K – 637
2025
Q4 		$2.06K Hold
9
– – ﹤0.01% 699
2025
Q3 		$2.79K Hold
9
– – ﹤0.01% 691
2025
Q2 		$2.62K Hold
9
– – ﹤0.01% 699
2025
Q1 		$2.87K Hold
9
– – ﹤0.01% 651
2024
Q4 		$3.07K Hold
9
– – ﹤0.01% 663
2024
Q3 		$3.39K Hold
9
– – ﹤0.01% 689
2024
Q2 		$2.77K Hold
9
– – ﹤0.01% 637
2024
Q1 		$3.63K Hold
9
– – ﹤0.01% 693
2023
Q4 		$3.59K Sell
9
-3
-25% -$1.05K ﹤0.01% 669
2023
Q3 		$4.27K Hold
12
– – ﹤0.01% 745
2023
Q2 		$4.5K Sell
12
-104
-90% -$35.6K ﹤0.01% 725
2023
Q1 		$39.7K Hold
116
– – 0.01% 379
2022
Q4 		$35.1K Buy
+116
New +$36.7K 0.01% 433
2022
Q3 		– Sell
-124
Closed -$44K – 870
2022
Q2 		$44K Sell
124
-13
-9% -$5.16K 0.01% 396
2022
Q1 		$58K Hold
137
– – 0.02% 403
2021
Q4 		$78K Buy
137
+125
+1,042% +$65.5K 0.02% 349
2021
Q3 		$5K Sell
12
-27
-69% -$12.8K ﹤0.01% 595
2021
Q2 		$18K Buy
39
+4
+11% +$1.68K 0.01% 527
2021
Q1 		$12K Buy
35
+26
+289% +$9.06K ﹤0.01% 561
2020
Q4 		$3K Buy
+9
New +$3.14K ﹤0.01% 486

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