SWM
Sugarloaf Wealth Management’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $197K | Buy |
579
+53
| +10% | +$18.1K | 0.04% | 166 |
|
|
2024
Q3 | $198K | Buy |
526
+114
| +28% | +$42.9K | 0.04% | 168 |
|
|
2024
Q2 | $126K | Buy |
412
+3
| +0.7% | +$921 | 0.03% | 211 |
|
|
2024
Q1 | $165K | Buy |
409
+50
| +14% | +$20.2K | 0.03% | 178 |
|
|
2023
Q4 | $143K | Buy |
359
+20
| +6% | +$7.98K | 0.03% | 185 |
|
|
2023
Q3 | $121K | Buy |
339
+61
| +22% | +$21.7K | 0.03% | 187 |
|
|
2023
Q2 | $104K | Buy |
278
+50
| +22% | +$18.7K | 0.02% | 202 |
|
|
2023
Q1 | $78.4K | Buy |
228
+37
| +19% | +$12.7K | 0.02% | 228 |
|
|
2022
Q4 | $57.7K | Buy |
191
+4
| +2% | +$1.21K | 0.01% | 266 |
|
|
2022
Q3 | $60K | Buy |
187
+17
| +10% | +$5.46K | 0.02% | 261 |
|
|
2022
Q2 | $60K | Buy |
170
+29
| +21% | +$10.2K | 0.02% | 253 |
|
|
2022
Q1 | $60K | Buy |
141
+29
| +26% | +$12.3K | 0.01% | 255 |
|
|
2021
Q4 | $63K | Buy |
112
+63
| +129% | +$35.4K | 0.01% | 259 |
|
|
2021
Q3 | $21K | Buy |
49
+32
| +188% | +$13.7K | 0.01% | 414 |
|
|
2021
Q2 | $8K | Buy |
+17
| New | +$8K | ﹤0.01% | 529 |
|