DACG
Donor Advised Charitable Giving’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-400
| Closed | -$226K | – | 57 |
|
|
2021
Q4 | $226K | Buy |
+400
| New | +$226K | 0.02% | 46 |
|
|
2021
Q3 | – | Sell |
-1,140
| Closed | -$523K | – | 100 |
|
|
2021
Q2 | $523K | Hold |
1,140
| – | – | 0.06% | 84 |
|
|
2021
Q1 | $394K | Hold |
1,140
| – | – | 0.04% | 95 |
|
|
2020
Q4 | $425K | Hold |
1,140
| – | – | 0.06% | 87 |
|
|
2020
Q3 | $381K | Hold |
1,140
| – | – | 0.11% | 37 |
|
|
2020
Q2 | $310K | Hold |
1,140
| – | – | 0.12% | 38 |
|
|
2020
Q1 | $224K | Hold |
1,140
| – | – | 0.11% | 46 |
|
|
2019
Q4 | $242K | Hold |
1,140
| – | – | 0.13% | 48 |
|
|
2019
Q3 | $230K | Buy |
+1,140
| New | +$230K | 0.18% | 50 |
|