First Trust Direct Indexing’s Pool Corp POOL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$420K Buy
2024
Q2
$293K Buy
2024
Q1
$274K Buy
2023
Q4
$242K Buy
2023
Q3
$214K Buy
2023
Q2
$214K Sell
2023
Q1
$227K Buy
2022
Q3
Sell
2022
Q2
$236K Sell
2022
Q1
$342K Buy
2021
Q4
$337K Buy
2021
Q1
Sell
2020
Q4
$3K Buy