Concord Wealth Partners’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62K | Hold |
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|
2025
Q1 | $2.87K | Hold |
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|
2024
Q4 | $3.07K | Hold |
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|
2024
Q3 | $3.39K | Hold |
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|
2024
Q2 | $2.77K | Hold |
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|
2024
Q1 | $3.63K | Hold |
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|
2023
Q4 | $3.59K | Sell |
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|
2023
Q3 | $4.27K | Hold |
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|
2023
Q2 | $4.5K | Sell |
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|
2023
Q1 | $39.7K | Hold |
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|
2022
Q4 | $35.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $44K | Sell |
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|
2022
Q1 | $58K | Hold |
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|
2021
Q4 | $78K | Buy |
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|
2021
Q3 | $5K | Sell |
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|
2021
Q2 | $18K | Buy |
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|
2021
Q1 | $12K | Buy |
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|
2020
Q4 | $3K | Buy |
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