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 |
|