Empirical 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
Q2 | – | Sell |
-493
| Closed | -$208K | – | 515 |
|
2022
Q1 | $208K | Sell |
493
-128
| -21% | -$54K | 0.01% | 467 |
|
2021
Q4 | $351K | Sell |
621
-436
| -41% | -$246K | 0.02% | 397 |
|
2021
Q3 | $459K | Sell |
1,057
-713
| -40% | -$310K | 0.03% | 315 |
|
2021
Q2 | $812K | Buy |
1,770
+459
| +35% | +$211K | 0.05% | 216 |
|
2021
Q1 | $453K | Buy |
+1,311
| New | +$453K | 0.04% | 263 |
|