LWAM
Legacy Wealth Asset Management’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-758
| Closed | -$286K | – | 359 |
|
|
2024
Q3 | $286K | Buy |
758
+18
| +2% | +$6.78K | 0.08% | 311 |
|
|
2024
Q2 | $227K | Buy |
740
+4
| +0.5% | +$1.23K | 0.06% | 321 |
|
|
2024
Q1 | $297K | Sell |
736
-3
| -0.4% | -$1.21K | 0.08% | 297 |
|
|
2023
Q4 | $295K | Sell |
739
-6
| -0.8% | -$2.39K | 0.1% | 294 |
|
|
2023
Q3 | $265K | Buy |
745
+15
| +2% | +$5.34K | 0.1% | 290 |
|
|
2023
Q2 | $273K | Buy |
730
+17
| +2% | +$6.37K | 0.1% | 293 |
|
|
2023
Q1 | $244K | Sell |
713
-1
| -0.1% | -$342 | 0.09% | 308 |
|
|
2022
Q4 | $216K | Sell |
714
-69
| -9% | -$20.9K | 0.08% | 319 |
|
|
2022
Q3 | $249K | Sell |
783
-9
| -1% | -$2.86K | 0.11% | 285 |
|
|
2022
Q2 | $278K | Buy |
792
+18
| +2% | +$6.32K | 0.11% | 242 |
|
|
2022
Q1 | $327K | Buy |
774
+7
| +0.9% | +$2.96K | 0.12% | 239 |
|
|
2021
Q4 | $434K | Sell |
767
-33
| -4% | -$18.7K | 0.15% | 217 |
|
|
2021
Q3 | $348K | Buy |
800
+15
| +2% | +$6.53K | 0.16% | 222 |
|
|
2021
Q2 | $360K | Sell |
785
-86
| -10% | -$39.4K | 0.16% | 228 |
|
|
2021
Q1 | $301K | Buy |
871
+2
| +0.2% | +$691 | 0.14% | 243 |
|
|
2020
Q4 | $324K | Buy |
+869
| New | +$324K | 0.16% | 224 |
|