EWM
Evercore Wealth Management’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-139,945
| Closed | -$43M | – | 428 |
|
|
2024
Q2 | $43M | Buy |
139,945
+14
| +0% | +$4.3K | 0.68% | 39 |
|
|
2024
Q1 | $56.5M | Buy |
139,931
+2,776
| +2% | +$1.12M | 0.89% | 38 |
|
|
2023
Q4 | $54.7M | Buy |
137,155
+16,696
| +14% | +$6.66M | 0.92% | 37 |
|
|
2023
Q3 | $42.9M | Buy |
120,459
+7,015
| +6% | +$2.5M | 0.8% | 40 |
|
|
2023
Q2 | $42.5M | Buy |
113,444
+38,585
| +52% | +$14.5M | 0.78% | 40 |
|
|
2023
Q1 | $25.6M | Buy |
+74,859
| New | +$25.6M | 0.51% | 45 |
|