FirstPurpose Wealth’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $369K | Sell |
967
-25
| -3% | -$9.53K | 0.13% | 139 |
|
|
2023
Q4 | $396K | Sell |
992
-3
| -0.3% | -$1.2K | 0.15% | 123 |
|
|
2023
Q3 | $354K | Buy |
995
+25
| +3% | +$8.9K | 0.15% | 115 |
|
|
2023
Q2 | $363K | Buy |
970
+223
| +30% | +$83.5K | 0.16% | 111 |
|
|
2023
Q1 | $256K | Buy |
+747
| New | +$256K | 0.13% | 148 |
|
|
2022
Q1 | – | Sell |
-407
| Closed | -$230K | – | 154 |
|
|
2021
Q4 | $230K | Buy |
+407
| New | +$230K | 0.14% | 120 |
|