J.P. Morgan Private Wealth Advisors’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $856K | Sell |
2,403
-107
| -4% | -$38.1K | ﹤0.01% | 1037 |
|
|
2023
Q2 | $940K | Sell |
2,510
-1,037
| -29% | -$388K | ﹤0.01% | 779 |
|
|
2023
Q1 | $1.21M | Sell |
3,547
-231
| -6% | -$79.1K | ﹤0.01% | 1084 |
|
|
2022
Q4 | $1.14M | Buy |
3,778
+15
| +0.4% | +$4.54K | ﹤0.01% | 1085 |
|
|
2022
Q3 | $1.2M | Sell |
3,763
-127
| -3% | -$40.4K | ﹤0.01% | 1053 |
|
|
2022
Q2 | $1.37M | Sell |
3,890
-1,016
| -21% | -$357K | ﹤0.01% | 986 |
|
|
2022
Q1 | $2.08M | Sell |
4,906
-1,710
| -26% | -$723K | ﹤0.01% | 886 |
|
|
2021
Q4 | $3.75M | Buy |
6,616
+91
| +1% | +$51.5K | 0.01% | 695 |
|
|
2021
Q3 | $2.84M | Buy |
6,525
+2,261
| +53% | +$982K | 0.01% | 762 |
|
|
2021
Q2 | $1.96M | Sell |
4,264
-1,177
| -22% | -$540K | 0.01% | 890 |
|
|
2021
Q1 | $1.88M | Sell |
5,441
-1,287
| -19% | -$444K | 0.01% | 794 |
|
|
2020
Q4 | $2.51M | Sell |
6,728
-1,012
| -13% | -$377K | 0.01% | 656 |
|
|
2020
Q3 | $2.59M | Buy |
7,740
+103
| +1% | +$34.5K | 0.01% | 582 |
|
|
2020
Q2 | $2.08M | Buy |
7,637
+346
| +5% | +$94.1K | 0.01% | 575 |
|
|
2020
Q1 | $1.44M | Buy |
7,291
+761
| +12% | +$150K | 0.01% | 609 |
|
|
2019
Q4 | $1.39M | Sell |
6,530
-270
| -4% | -$57.3K | 0.01% | 693 |
|
|
2019
Q3 | $1.37M | Buy |
6,800
+1,841
| +37% | +$371K | 0.01% | 669 |
|
|
2019
Q2 | $947K | Sell |
4,959
-80
| -2% | -$15.3K | 0.01% | 770 |
|
|
2019
Q1 | $831K | Buy |
5,039
+194
| +4% | +$32K | ﹤0.01% | 852 |
|
|
2018
Q4 | $720K | Sell |
4,845
-265
| -5% | -$39.4K | ﹤0.01% | 856 |
|
|
2018
Q3 | $853K | Sell |
5,110
-654
| -11% | -$109K | ﹤0.01% | 876 |
|
|
2018
Q2 | $873K | Buy |
5,764
+399
| +7% | +$60.4K | ﹤0.01% | 817 |
|
|
2018
Q1 | $784K | Buy |
5,365
+324
| +6% | +$47.3K | 0.01% | 714 |
|
|
2017
Q4 | $654K | Sell |
5,041
-76
| -1% | -$9.86K | ﹤0.01% | 779 |
|
|
2017
Q3 | $554K | Buy |
5,117
+841
| +20% | +$91.1K | ﹤0.01% | 804 |
|
|
2017
Q2 | $503K | Sell |
4,276
-554
| -11% | -$65.2K | ﹤0.01% | 837 |
|
|
2017
Q1 | $576K | Buy |
+4,830
| New | +$576K | ﹤0.01% | 797 |
|
|
2016
Q1 | – | Sell |
-3,521
| Closed | -$284K | – | 1282 |
|
|
2015
Q4 | $284K | Buy |
+3,521
| New | +$284K | ﹤0.01% | 888 |
|