Motive Wealth Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,363
| Closed | -$479K | – | 73 |
|
|
2022
Q2 | $479K | Buy |
1,363
+273
| +25% | +$95.9K | 0.38% | 47 |
|
|
2022
Q1 | $461K | Buy |
1,090
+35
| +3% | +$14.8K | 0.32% | 55 |
|
|
2021
Q4 | $597K | Sell |
1,055
-36
| -3% | -$20.4K | 0.36% | 53 |
|
|
2021
Q3 | $474K | Sell |
1,091
-5
| -0.5% | -$2.17K | 0.32% | 54 |
|
|
2021
Q2 | $503K | Buy |
+1,096
| New | +$503K | 0.36% | 56 |
|