Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Sell |
2,005
-83
| -4% | -$24.2K | 0.01% | 418 |
|
|
2025
Q1 | $665K | Buy |
2,088
+12
| +0.6% | +$3.82K | 0.02% | 367 |
|
|
2024
Q4 | $708K | Sell |
2,076
-495
| -19% | -$169K | 0.02% | 335 |
|
|
2024
Q3 | $969K | Sell |
2,571
-115
| -4% | -$43.3K | 0.02% | 286 |
|
|
2024
Q2 | $826K | Buy |
2,686
+179
| +7% | +$55K | 0.02% | 299 |
|
|
2024
Q1 | $1.01M | Sell |
2,507
-193
| -7% | -$77.9K | 0.03% | 279 |
|
|
2023
Q4 | $1.08M | Buy |
2,700
+261
| +11% | +$104K | 0.04% | 216 |
|
|
2023
Q3 | $868K | Sell |
2,439
-60
| -2% | -$21.4K | 0.03% | 233 |
|
|
2023
Q2 | $936K | Sell |
2,499
-56
| -2% | -$21K | 0.04% | 220 |
|
|
2023
Q1 | $875K | Buy |
2,555
+45
| +2% | +$15.4K | 0.04% | 233 |
|
|
2022
Q4 | $759K | Buy |
2,510
+130
| +5% | +$39.3K | 0.04% | 243 |
|
|
2022
Q3 | $757K | Buy |
2,380
+180
| +8% | +$57.3K | 0.04% | 221 |
|
|
2022
Q2 | $773K | Buy |
2,200
+555
| +34% | +$195K | 0.04% | 225 |
|
|
2022
Q1 | $695K | Buy |
1,645
+282
| +21% | +$119K | 0.03% | 249 |
|
|
2021
Q4 | $771K | Buy |
1,363
+112
| +9% | +$63.4K | 0.03% | 218 |
|
|
2021
Q3 | $543K | Buy |
1,251
+64
| +5% | +$27.8K | 0.03% | 261 |
|
|
2021
Q2 | $544K | Sell |
1,187
-55
| -4% | -$25.2K | 0.03% | 262 |
|
|
2021
Q1 | $429K | Buy |
+1,242
| New | +$429K | 0.02% | 290 |
|