Lake Point 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $41K | Hold |
116
| – | – | 0.02% | 76 |
|
2022
Q1 | $49K | Hold |
116
| – | – | 0.02% | 68 |
|
2021
Q4 | $65K | Buy |
116
+1
| +0.9% | +$560 | 0.03% | 62 |
|
2021
Q3 | $50K | Hold |
115
| – | – | 0.02% | 64 |
|
2021
Q2 | $53K | Buy |
+115
| New | +$53K | 0.02% | 59 |
|
2020
Q1 | $22K | Hold |
114
| – | – | 0.02% | 78 |
|
2019
Q4 | $24K | Buy |
+114
| New | +$24K | 0.01% | 191 |
|
2019
Q2 | $22K | Hold |
113
| – | – | 0.01% | 233 |
|
2019
Q1 | $22K | Hold |
113
| – | – | 0.01% | 233 |
|
2018
Q4 | $17K | Buy |
+113
| New | +$17K | 0.01% | 373 |
|