Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-85
| Closed | -$30K | – | 566 |
|
|
2022
Q2 | $30K | Hold |
85
| – | – | 0.01% | 266 |
|
|
2022
Q1 | $35K | Buy |
85
+50
| +143% | +$20.6K | 0.01% | 245 |
|
|
2021
Q4 | $19K | Buy |
+35
| New | +$19K | ﹤0.01% | 257 |
|
|
2021
Q1 | – | Sell |
-35
| Closed | -$13K | – | 389 |
|
|
2020
Q4 | $13K | Buy |
+35
| New | +$13K | 0.01% | 224 |
|