Mission Wealth Management’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Sell |
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|
2025
Q1 | $665K | Buy |
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|
2024
Q4 | $708K | Sell |
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|
2024
Q3 | $969K | Sell |
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|
2024
Q2 | $826K | Buy |
|
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $868K | Sell |
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|
2023
Q2 | $936K | Sell |
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|
2023
Q1 | $875K | Buy |
|
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|
2022
Q4 | $759K | Buy |
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|
2022
Q3 | $757K | Buy |
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|
2022
Q2 | $773K | Buy |
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|
2022
Q1 | $695K | Buy |
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|
2021
Q4 | $771K | Buy |
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|
2021
Q3 | $543K | Buy |
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|
2021
Q2 | $544K | Sell |
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|
2021
Q1 | $429K | Buy |
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