Connecticut Wealth Management’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-771
| Closed | -$237K | – | 333 |
|
|
2024
Q2 | $237K | Sell |
771
-10
| -1% | -$3.07K | 0.01% | 296 |
|
|
2024
Q1 | $315K | Hold |
781
| – | – | 0.02% | 262 |
|
|
2023
Q4 | $311K | Buy |
781
+10
| +1% | +$3.99K | 0.02% | 265 |
|
|
2023
Q3 | $275K | Hold |
771
| – | – | 0.02% | 242 |
|
|
2023
Q2 | $289K | Hold |
771
| – | – | 0.02% | 211 |
|
|
2023
Q1 | $264K | Hold |
771
| – | – | 0.02% | 212 |
|
|
2022
Q4 | $233K | Hold |
771
| – | – | 0.02% | 182 |
|
|
2022
Q3 | $245K | Buy |
+771
| New | +$245K | 0.02% | 170 |
|
|
2022
Q2 | – | Sell |
-475
| Closed | -$201K | – | 196 |
|
|
2022
Q1 | $201K | Buy |
475
+2
| +0.4% | +$846 | 0.02% | 185 |
|
|
2021
Q4 | $268K | Sell |
473
-154
| -25% | -$87.3K | 0.02% | 169 |
|
|
2021
Q3 | $272K | Hold |
627
| – | – | 0.02% | 166 |
|
|
2021
Q2 | $288K | Buy |
627
+16
| +3% | +$7.35K | 0.03% | 154 |
|
|
2021
Q1 | $211K | Hold |
611
| – | – | 0.02% | 167 |
|
|
2020
Q4 | $228K | Hold |
611
| – | – | 0.02% | 170 |
|
|
2020
Q3 | $204K | Buy |
+611
| New | +$204K | 0.02% | 193 |
|