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