V Wealth Advisors’s Pool Corp POOL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-697
Closed -$261K 290
2023
Q2
$261K Sell
697
-29
-4% -$10.9K 0.04% 308
2023
Q1
$249K Sell
726
-65
-8% -$22.3K 0.05% 323
2022
Q4
$239K Sell
791
-335
-30% -$101K 0.05% 308
2022
Q3
$358K Buy
1,126
+7
+0.6% +$2.23K 0.07% 254
2022
Q2
$394K Buy
1,119
+325
+41% +$114K 0.07% 260
2022
Q1
$336K Buy
+794
New +$336K 0.05% 326