Veritable’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 |
-893
| Closed | -$335K | – | 602 |
|
|
2023
Q2 | $335K | Sell |
893
-286
| -24% | -$107K | 0.01% | 664 |
|
|
2023
Q1 | $404K | Sell |
1,179
-187
| -14% | -$64K | 0.01% | 600 |
|
|
2022
Q4 | $413K | Sell |
1,366
-92
| -6% | -$27.8K | 0.01% | 575 |
|
|
2022
Q3 | $464K | Hold |
1,458
| – | – | 0.01% | 516 |
|
|
2022
Q2 | $512K | Buy |
1,458
+269
| +23% | +$94.5K | 0.01% | 532 |
|
|
2022
Q1 | $503K | Buy |
1,189
+135
| +13% | +$57.1K | 0.01% | 560 |
|
|
2021
Q4 | $597K | Sell |
1,054
-28
| -3% | -$15.9K | 0.01% | 510 |
|
|
2021
Q3 | $470K | Sell |
1,082
-61
| -5% | -$26.5K | 0.01% | 560 |
|
|
2021
Q2 | $524K | Sell |
1,143
-2
| -0.2% | -$917 | 0.01% | 526 |
|
|
2021
Q1 | $395K | Buy |
1,145
+227
| +25% | +$78.3K | 0.01% | 567 |
|
|
2020
Q4 | $342K | Sell |
918
-121
| -12% | -$45.1K | 0.01% | 592 |
|
|
2020
Q3 | $348K | Buy |
+1,039
| New | +$348K | 0.01% | 547 |
|