EverSource Wealth Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q4 | $499K | Buy |
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|
2024
Q3 | $544K | Sell |
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|
2024
Q2 | $541K | Sell |
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|
2024
Q1 | $529K | Buy |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $530K | Buy |
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|
2023
Q2 | $556K | Buy |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $620K | Sell |
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|
2022
Q2 | $768K | Sell |
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|
2022
Q1 | $930K | Buy |
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|
2021
Q4 | $634K | Buy |
|