Glassman Wealth Services’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 | – | Sell |
-27
| Closed | -$10.8K | – | 1400 |
|
|
2023
Q4 | $10.8K | Buy |
27
+4
| +17% | +$1.6K | ﹤0.01% | 862 |
|
|
2023
Q3 | $8.19K | Sell |
23
-1
| -4% | -$356 | ﹤0.01% | 908 |
|
|
2023
Q2 | $8.99K | Buy |
24
+10
| +71% | +$3.75K | ﹤0.01% | 840 |
|
|
2023
Q1 | $4.79K | Buy |
14
+11
| +367% | +$3.77K | ﹤0.01% | 1011 |
|
|
2022
Q4 | $907 | Sell |
3
-20
| -87% | -$6.05K | ﹤0.01% | 1449 |
|
|
2022
Q3 | $7K | Sell |
23
-6
| -21% | -$1.83K | ﹤0.01% | 910 |
|
|
2022
Q2 | $10K | Buy |
29
+16
| +123% | +$5.52K | ﹤0.01% | 818 |
|
|
2022
Q1 | $5K | Buy |
13
+6
| +86% | +$2.31K | ﹤0.01% | 1008 |
|
|
2021
Q4 | $4K | Buy |
7
+2
| +40% | +$1.14K | ﹤0.01% | 1046 |
|
|
2021
Q3 | $2K | Buy |
5
+3
| +150% | +$1.2K | ﹤0.01% | 1205 |
|
|
2021
Q2 | $1K | Buy |
2
+1
| +100% | +$500 | ﹤0.01% | 1358 |
|
|
2021
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1583 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | -$1K | – | 1465 |
|
|
2020
Q1 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 959 |
|
|
2019
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1003 |
|
|
2019
Q3 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 897 |
|