SVB Wealth’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
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|
2025
Q1 | $3.91M | Sell |
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|
2024
Q4 | $7.22M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $7.67M | Sell |
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|
2024
Q1 | $10.5M | Sell |
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|
2023
Q4 | $11.2M | Sell |
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|
2023
Q3 | $13.6M | Sell |
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|
2023
Q2 | $15.8M | Sell |
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|
2023
Q1 | $17.5M | Sell |
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|
2022
Q4 | $16.9M | Sell |
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|
2022
Q3 | $17.8M | Sell |
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|
2022
Q2 | $20M | Buy |
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|
2022
Q1 | $23.9M | Buy |
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|
2021
Q4 | $29.3M | Sell |
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|
2021
Q3 | $23.1M | Sell |
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|
2021
Q2 | $24.5M | Sell |
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|
2021
Q1 | $18.6M | Buy |
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|
2020
Q4 | $19M | Buy |
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|
2020
Q3 | $16.9M | Buy |
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|
2020
Q2 | $13.7M | Buy |
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|
2020
Q1 | $7.86M | Buy |
|