TCI Wealth Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19
| Closed | -$6.51K | – | 1687 |
|
|
2023
Q1 | $6.51K | Buy |
19
+1
| +6% | +$355 | ﹤0.01% | 1347 |
|
|
2022
Q4 | $5.44K | Sell |
18
-50
| -74% | -$15.8K | ﹤0.01% | 1470 |
|
|
2022
Q3 | $22K | Sell |
68
-10
| -13% | -$3.57K | ﹤0.01% | 621 |
|
|
2022
Q2 | $27K | Buy |
78
+46
| +144% | +$18.2K | ﹤0.01% | 556 |
|
|
2022
Q1 | $13K | Sell |
32
-9
| -22% | -$4.2K | ﹤0.01% | 938 |
|
|
2021
Q4 | $23K | Buy |
41
+6
| +17% | +$3.15K | ﹤0.01% | 652 |
|
|
2021
Q3 | $15K | Buy |
35
+3
| +9% | +$1.42K | ﹤0.01% | 830 |
|
|
2021
Q2 | $15K | Buy |
32
+2
| +7% | +$842 | ﹤0.01% | 724 |
|
|
2021
Q1 | $10K | Buy |
30
+13
| +76% | +$4.53K | ﹤0.01% | 864 |
|
|
2020
Q4 | $6K | Hold |
17
| – | – | ﹤0.01% | 822 |
|
|
2020
Q3 | $6K | Sell |
17
-3
| -15% | -$928 | ﹤0.01% | 727 |
|
|
2020
Q2 | $5K | Sell |
20
-7
| -26% | -$1.62K | ﹤0.01% | 756 |
|
|
2020
Q1 | $5K | Sell |
27
-64
| -70% | -$13.6K | ﹤0.01% | 724 |
|
|
2019
Q4 | $19K | Sell |
91
-6
| -6% | -$1.24K | 0.01% | 561 |
|
|
2019
Q3 | $20K | Sell |
97
-22
| -18% | -$4.24K | 0.01% | 499 |
|
|
2019
Q2 | $23K | Hold |
119
| – | – | 0.01% | 446 |
|
|
2019
Q1 | $20K | Hold |
119
| – | – | 0.01% | 496 |
|
|
2018
Q4 | $18K | Sell |
119
-45
| -27% | -$6.74K | 0.01% | 500 |
|
|
2018
Q3 | $27K | Sell |
164
-13
| -7% | -$2.1K | 0.01% | 438 |
|
|
2018
Q2 | $27K | Hold |
177
| – | – | 0.01% | 426 |
|
|
2018
Q1 | $26K | Sell |
177
-24
| -12% | -$3.3K | 0.01% | 435 |
|
|
2017
Q4 | $26K | Sell |
201
-4
| -2% | -$486 | 0.01% | 451 |
|
|
2017
Q3 | $22K | Hold |
205
| – | – | 0.01% | 447 |
|
|
2017
Q2 | $24K | Hold |
205
| – | – | 0.01% | 436 |
|
|
2017
Q1 | $24K | Hold |
205
| – | – | 0.01% | 421 |
|
|
2016
Q4 | $21K | Hold |
205
| – | – | 0.01% | 474 |
|
|
2016
Q3 | $19K | Hold |
205
| – | – | 0.01% | 453 |
|
|
2016
Q2 | $19K | Hold |
205
| – | – | 0.01% | 456 |
|
|
2016
Q1 | $18K | Sell |
205
-91
| -31% | -$7.32K | 0.01% | 464 |
|
|
2015
Q4 | $24K | Buy |
+296
| New | +$23.7K | 0.01% | 409 |
|
Other funds holding POOL
