Concord Wealth Partners’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 | $2.62K | Hold |
9
| – | – | ﹤0.01% | 699 |
|
|
2025
Q1 | $2.87K | Hold |
9
| – | – | ﹤0.01% | 650 |
|
|
2024
Q4 | $3.07K | Hold |
9
| – | – | ﹤0.01% | 662 |
|
|
2024
Q3 | $3.39K | Hold |
9
| – | – | ﹤0.01% | 688 |
|
|
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% | -$1.2K | ﹤0.01% | 669 |
|
|
2023
Q3 | $4.27K | Hold |
12
| – | – | ﹤0.01% | 745 |
|
|
2023
Q2 | $4.5K | Sell |
12
-104
| -90% | -$39K | ﹤0.01% | 725 |
|
|
2023
Q1 | $39.7K | Hold |
116
| – | – | 0.01% | 380 |
|
|
2022
Q4 | $35.1K | Buy |
+116
| New | +$35.1K | 0.01% | 433 |
|
|
2022
Q3 | – | Sell |
-124
| Closed | -$44K | – | 870 |
|
|
2022
Q2 | $44K | Sell |
124
-13
| -9% | -$4.61K | 0.01% | 396 |
|
|
2022
Q1 | $58K | Hold |
137
| – | – | 0.02% | 403 |
|
|
2021
Q4 | $78K | Buy |
137
+125
| +1,042% | +$71.2K | 0.02% | 349 |
|
|
2021
Q3 | $5K | Sell |
12
-27
| -69% | -$11.3K | ﹤0.01% | 595 |
|
|
2021
Q2 | $18K | Buy |
39
+4
| +11% | +$1.85K | 0.01% | 527 |
|
|
2021
Q1 | $12K | Buy |
35
+26
| +289% | +$8.91K | ﹤0.01% | 561 |
|
|
2020
Q4 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 486 |
|