NewEdge Wealth’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 | $4.73M | Sell |
15,318
-233
| -1% | -$71.9K | 0.07% | 209 |
|
|
2025
Q1 | $4.95M | Buy |
15,551
+1,965
| +14% | +$626K | 0.09% | 187 |
|
|
2024
Q4 | $4.63M | Sell |
13,586
-1,520
| -10% | -$518K | 0.08% | 202 |
|
|
2024
Q3 | $5.69M | Buy |
15,106
+867
| +6% | +$327K | 0.1% | 171 |
|
|
2024
Q2 | $4.38M | Buy |
14,239
+290
| +2% | +$89.1K | 0.09% | 179 |
|
|
2024
Q1 | $5.02M | Buy |
13,949
+1,320
| +10% | +$475K | 0.11% | 163 |
|
|
2023
Q4 | $5.04M | Buy |
12,629
+812
| +7% | +$324K | 0.13% | 140 |
|
|
2023
Q3 | $4.21M | Buy |
11,817
+1,062
| +10% | +$378K | 0.13% | 142 |
|
|
2023
Q2 | $4.03M | Buy |
10,755
+363
| +3% | +$136K | 0.13% | 143 |
|
|
2023
Q1 | $3.56M | Buy |
10,392
+745
| +8% | +$255K | 0.14% | 145 |
|
|
2022
Q4 | $2.92M | Buy |
9,647
+881
| +10% | +$266K | 0.13% | 155 |
|
|
2022
Q3 | $2.79M | Buy |
8,766
+345
| +4% | +$110K | 0.13% | 149 |
|
|
2022
Q2 | $2.96M | Buy |
8,421
+3,436
| +69% | +$1.21M | 0.13% | 141 |
|
|
2022
Q1 | $2.11M | Buy |
4,985
+490
| +11% | +$207K | 0.09% | 151 |
|
|
2021
Q4 | $2.54M | Buy |
4,495
+194
| +5% | +$110K | 0.11% | 144 |
|
|
2021
Q3 | $1.87M | Buy |
4,301
+540
| +14% | +$235K | 0.11% | 135 |
|
|
2021
Q2 | $1.73M | Buy |
3,761
+116
| +3% | +$53.2K | 0.13% | 135 |
|
|
2021
Q1 | $1.26M | Sell |
3,645
-555
| -13% | -$192K | 0.13% | 139 |
|
|
2020
Q4 | $1.57M | Buy |
+4,200
| New | +$1.57M | 0.48% | 64 |
|