Mutual Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-588
| Closed | -$206K | – | 1144 |
|
|
2024
Q4 | $206K | Sell |
588
-107
| -15% | -$37.4K | 0.01% | 1018 |
|
|
2024
Q3 | $262K | Buy |
695
+2
| +0.3% | +$755 | 0.01% | 956 |
|
|
2024
Q2 | $256K | Sell |
693
-46
| -6% | -$17K | 0.01% | 952 |
|
|
2024
Q1 | $298K | Sell |
739
-72
| -9% | -$29.1K | 0.01% | 868 |
|
|
2023
Q4 | $323K | Sell |
811
-40
| -5% | -$16K | 0.01% | 797 |
|
|
2023
Q3 | $303K | Buy |
851
+317
| +59% | +$113K | 0.01% | 770 |
|
|
2023
Q2 | $200K | Buy |
+534
| New | +$200K | 0.01% | 949 |
|