DWM
Diversify Wealth Management’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
5,891
+696
| +13% | +$218K | 0.11% | 187 |
|
|
2025
Q1 | $1.53M | Sell |
5,195
-549
| -10% | -$161K | 0.11% | 196 |
|
|
2024
Q4 | $1.87M | Buy |
5,744
+953
| +20% | +$311K | 0.15% | 162 |
|
|
2024
Q3 | $1.68M | Buy |
4,791
+211
| +5% | +$74K | 0.16% | 152 |
|
|
2024
Q2 | $1.6M | Buy |
+4,580
| New | +$1.6M | 0.2% | 114 |
|