Intercontinental Wealth Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $719K | Buy |
1,920
+70
| +4% | +$26.2K | 0.17% | 136 |
|
|
2023
Q1 | $634K | Sell |
1,850
-36
| -2% | -$12.3K | 0.16% | 148 |
|
|
2022
Q4 | $570K | Buy |
1,886
+204
| +12% | +$61.7K | 0.17% | 140 |
|
|
2022
Q3 | $535K | Buy |
1,682
+28
| +2% | +$8.91K | 0.17% | 140 |
|
|
2022
Q2 | $581K | Sell |
1,654
-20
| -1% | -$7.03K | 0.16% | 143 |
|
|
2022
Q1 | $708K | Buy |
1,674
+11
| +0.7% | +$4.65K | 0.16% | 129 |
|
|
2021
Q4 | $941K | Buy |
1,663
+717
| +76% | +$406K | 0.2% | 103 |
|
|
2021
Q3 | $411K | Sell |
946
-144
| -13% | -$62.6K | 0.1% | 193 |
|
|
2021
Q2 | $500K | Buy |
1,090
+121
| +12% | +$55.5K | 0.1% | 180 |
|
|
2021
Q1 | $335K | Sell |
969
-20
| -2% | -$6.91K | 0.07% | 198 |
|
|
2020
Q4 | $368K | Buy |
989
+388
| +65% | +$144K | 0.09% | 176 |
|
|
2020
Q3 | $201K | Buy |
+601
| New | +$201K | 0.06% | 194 |
|