Kingsview Wealth Management’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 | – | Sell |
-7,540
| Closed | -$2.4M | – | 1208 |
|
|
2025
Q1 | $2.4M | Buy |
+7,540
| New | +$2.4M | 0.05% | 353 |
|
|
2023
Q2 | – | Sell |
-713
| Closed | -$244K | – | 963 |
|
|
2023
Q1 | $244K | Sell |
713
-150
| -17% | -$51.4K | 0.01% | 780 |
|
|
2022
Q4 | $261K | Sell |
863
-2,678
| -76% | -$810K | 0.01% | 711 |
|
|
2022
Q3 | $1.13M | Sell |
3,541
-172
| -5% | -$54.7K | 0.05% | 308 |
|
|
2022
Q2 | $1.3M | Buy |
3,713
+861
| +30% | +$302K | 0.06% | 298 |
|
|
2022
Q1 | $1.21M | Sell |
2,852
-660
| -19% | -$279K | 0.05% | 334 |
|
|
2021
Q4 | $1.99M | Sell |
3,512
-89
| -2% | -$50.4K | 0.08% | 245 |
|
|
2021
Q3 | $1.56M | Sell |
3,601
-425
| -11% | -$185K | 0.07% | 274 |
|
|
2021
Q2 | $1.86M | Buy |
4,026
+103
| +3% | +$47.6K | 0.09% | 235 |
|
|
2021
Q1 | $1.38M | Buy |
3,923
+600
| +18% | +$211K | 0.08% | 263 |
|
|
2020
Q4 | $1.24M | Buy |
3,323
+48
| +1% | +$17.9K | 0.09% | 231 |
|
|
2020
Q3 | $1.1M | Buy |
3,275
+254
| +8% | +$84.9K | 0.1% | 209 |
|
|
2020
Q2 | $821K | Buy |
3,021
+19
| +0.6% | +$5.16K | 0.08% | 239 |
|
|
2020
Q1 | $591K | Buy |
3,002
+293
| +11% | +$57.7K | 0.08% | 245 |
|
|
2019
Q4 | $575K | Buy |
+2,709
| New | +$575K | 0.07% | 256 |
|