SWS
SYSTM Wealth Solutions’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,826
| Closed | -$2.41M | – | 491 |
|
|
2024
Q2 | $2.41M | Buy |
7,826
+864
| +12% | +$266K | 0.54% | 64 |
|
|
2024
Q1 | $2.81M | Buy |
6,962
+665
| +11% | +$268K | 0.36% | 81 |
|
|
2023
Q4 | $2.51M | Buy |
6,297
+742
| +13% | +$296K | 0.35% | 80 |
|
|
2023
Q3 | $1.98M | Buy |
5,555
+355
| +7% | +$126K | 0.3% | 90 |
|
|
2023
Q2 | $1.95M | Buy |
5,200
+69
| +1% | +$25.9K | 0.26% | 104 |
|
|
2023
Q1 | $1.76M | Buy |
5,131
+271
| +6% | +$92.8K | 0.27% | 95 |
|
|
2022
Q4 | $1.47M | Buy |
+4,860
| New | +$1.47M | 0.18% | 156 |
|