MGWM
Marks Group Wealth Management’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
7,114
+185
| +3% | +$53.9K | 0.19% | 120 |
|
|
2025
Q1 | $2.21M | Buy |
6,929
+419
| +6% | +$133K | 0.21% | 114 |
|
|
2024
Q4 | $2.22M | Buy |
6,510
+424
| +7% | +$145K | 0.22% | 112 |
|
|
2024
Q3 | $2.29M | Buy |
6,086
+458
| +8% | +$173K | 0.22% | 114 |
|
|
2024
Q2 | $1.73M | Buy |
5,628
+294
| +6% | +$90.4K | 0.18% | 134 |
|
|
2024
Q1 | $2.15M | Buy |
5,334
+300
| +6% | +$121K | 0.23% | 117 |
|
|
2023
Q4 | $2.01M | Sell |
5,034
-17
| -0.3% | -$6.78K | 0.23% | 125 |
|
|
2023
Q3 | $1.8M | Buy |
5,051
+97
| +2% | +$34.5K | 0.22% | 129 |
|
|
2023
Q2 | $1.86M | Buy |
4,954
+38
| +0.8% | +$14.2K | 0.22% | 129 |
|
|
2023
Q1 | $1.68M | Buy |
4,916
+102
| +2% | +$34.9K | 0.22% | 128 |
|
|
2022
Q4 | $1.46M | Buy |
4,814
+142
| +3% | +$42.9K | 0.2% | 129 |
|
|
2022
Q3 | $1.49M | Buy |
4,672
+150
| +3% | +$47.7K | 0.23% | 125 |
|
|
2022
Q2 | $1.59M | Buy |
4,522
+141
| +3% | +$49.5K | 0.23% | 122 |
|
|
2022
Q1 | $1.85M | Buy |
4,381
+316
| +8% | +$134K | 0.23% | 110 |
|
|
2021
Q4 | $2.32M | Buy |
4,065
+70
| +2% | +$39.9K | 0.28% | 110 |
|
|
2021
Q3 | $1.72M | Buy |
3,995
+1,674
| +72% | +$719K | 0.23% | 116 |
|
|
2021
Q2 | $1M | Buy |
2,321
+1
| +0% | +$432 | 0.14% | 141 |
|
|
2021
Q1 | $770K | Buy |
2,320
+100
| +5% | +$33.2K | 0.11% | 149 |
|
|
2020
Q4 | $827K | Buy |
2,220
+75
| +3% | +$27.9K | 0.13% | 147 |
|
|
2020
Q3 | $718K | Buy |
2,145
+99
| +5% | +$33.1K | 0.13% | 147 |
|
|
2020
Q2 | $582K | Buy |
+2,046
| New | +$582K | 0.12% | 146 |
|