EWA
EverSource Wealth Advisors’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
1,350
-138
| -9% | -$40.2K | 0.02% | 543 |
|
|
2025
Q1 | $474K | Buy |
1,488
+24
| +2% | +$7.64K | 0.03% | 392 |
|
|
2024
Q4 | $499K | Buy |
1,464
+19
| +1% | +$6.48K | 0.03% | 370 |
|
|
2024
Q3 | $544K | Sell |
1,445
-1
| -0.1% | -$377 | 0.03% | 308 |
|
|
2024
Q2 | $541K | Sell |
1,446
-12
| -0.8% | -$4.49K | 0.04% | 295 |
|
|
2024
Q1 | $529K | Buy |
1,458
+61
| +4% | +$22.1K | 0.04% | 258 |
|
|
2023
Q4 | $557K | Sell |
1,397
-93
| -6% | -$37.1K | 0.05% | 233 |
|
|
2023
Q3 | $530K | Buy |
1,490
+7
| +0.5% | +$2.49K | 0.06% | 223 |
|
|
2023
Q2 | $556K | Buy |
1,483
+210
| +16% | +$78.7K | 0.06% | 220 |
|
|
2023
Q1 | $436K | Buy |
1,273
+48
| +4% | +$16.4K | 0.05% | 237 |
|
|
2022
Q4 | $370K | Sell |
1,225
-723
| -37% | -$218K | 0.06% | 240 |
|
|
2022
Q3 | $620K | Sell |
1,948
-239
| -11% | -$76.1K | 0.14% | 142 |
|
|
2022
Q2 | $768K | Sell |
2,187
-11
| -0.5% | -$3.86K | 0.2% | 95 |
|
|
2022
Q1 | $930K | Buy |
2,198
+1,079
| +96% | +$457K | 0.24% | 78 |
|
|
2021
Q4 | $634K | Buy |
+1,119
| New | +$634K | 0.18% | 100 |
|