Equitable Trust’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Sell |
2,108
-144
| -6% | -$42K | 0.03% | 290 |
|
|
2025
Q1 | $717K | Buy |
2,252
+9
| +0.4% | +$2.87K | 0.04% | 261 |
|
|
2024
Q4 | $765K | Buy |
2,243
+18
| +0.8% | +$6.14K | 0.04% | 259 |
|
|
2024
Q3 | $838K | Buy |
2,225
+439
| +25% | +$165K | 0.05% | 232 |
|
|
2024
Q2 | $549K | Buy |
1,786
+277
| +18% | +$85.1K | 0.04% | 281 |
|
|
2024
Q1 | $609K | Hold |
1,509
| – | – | 0.04% | 271 |
|
|
2023
Q4 | $602K | Buy |
+1,509
| New | +$602K | 0.05% | 250 |
|