JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21K | Sell |
11
-171
| -94% | -$49.9K | ﹤0.01% | 1250 |
|
|
2025
Q1 | $58K | Buy |
182
+2
| +1% | +$637 | ﹤0.01% | 447 |
|
|
2024
Q4 | $61.2K | Buy |
180
+1
| +0.6% | +$340 | ﹤0.01% | 425 |
|
|
2024
Q3 | $67.5K | Buy |
179
+4
| +2% | +$1.51K | ﹤0.01% | 420 |
|
|
2024
Q2 | $53.6K | Buy |
175
+1
| +0.6% | +$307 | ﹤0.01% | 404 |
|
|
2024
Q1 | $70.2K | Hold |
174
| – | – | 0.01% | 379 |
|
|
2023
Q4 | $69.2K | Hold |
174
| – | – | 0.01% | 361 |
|
|
2023
Q3 | $62K | Sell |
174
-1
| -0.6% | -$356 | 0.01% | 346 |
|
|
2023
Q2 | $65.4K | Sell |
175
-2
| -1% | -$747 | 0.01% | 336 |
|
|
2023
Q1 | $60.6K | Buy |
177
+5
| +3% | +$1.71K | 0.01% | 346 |
|
|
2022
Q4 | $51.9K | Sell |
172
-2
| -1% | -$603 | 0.01% | 359 |
|
|
2022
Q3 | $55K | Buy |
174
+6
| +4% | +$1.9K | 0.01% | 364 |
|
|
2022
Q2 | $59K | Buy |
168
+6
| +4% | +$2.11K | 0.01% | 366 |
|
|
2022
Q1 | $69K | Buy |
162
+2
| +1% | +$852 | 0.01% | 358 |
|
|
2021
Q4 | $91K | Buy |
+160
| New | +$91K | 0.01% | 322 |
|