Kingswood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,753
| Closed | -$1.41M | – | 879 |
|
|
2024
Q3 | $1.41M | Sell |
3,753
-245
| -6% | -$92.3K | 0.1% | 230 |
|
|
2024
Q2 | $1.23M | Sell |
3,998
-248
| -6% | -$76.2K | 0.11% | 196 |
|
|
2024
Q1 | $1.71M | Sell |
4,246
-346
| -8% | -$140K | 0.2% | 125 |
|
|
2023
Q4 | $1.83M | Sell |
4,592
-17
| -0.4% | -$6.78K | 0.21% | 114 |
|
|
2023
Q3 | $1.64M | Buy |
+4,609
| New | +$1.64M | 0.28% | 96 |
|