Wealth Alliance’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $299K | Buy |
1,476
+577
| +64% | +$136K | 0.03% | 430 |
|
|
2025
Q4 | $206K | Sell |
899
-624
| -41% | -$162K | 0.02% | 533 |
|
|
2025
Q3 | $472K | Sell |
1,523
-26
| -2% | -$8.15K | 0.05% | 314 |
|
|
2025
Q2 | $451K | Buy |
1,549
+223
| +17% | +$67.4K | 0.05% | 314 |
|
|
2025
Q1 | $422K | Buy |
1,326
+172
| +15% | +$58.3K | 0.05% | 313 |
|
|
2024
Q4 | $393K | Sell |
1,154
-27
| -2% | -$9.84K | 0.05% | 308 |
|
|
2024
Q3 | $445K | Buy |
1,181
+81
| +7% | +$28K | 0.05% | 289 |
|
|
2024
Q2 | $338K | Sell |
1,100
-85
| -7% | -$30.8K | 0.04% | 359 |
|
|
2024
Q1 | $478K | Sell |
1,185
-25
| -2% | -$9.77K | 0.06% | 279 |
|
|
2023
Q4 | $482K | Buy |
1,210
+56
| +5% | +$19.6K | 0.07% | 266 |
|
|
2023
Q3 | $411K | Sell |
1,154
-40
| -3% | -$14.6K | 0.06% | 269 |
|
|
2023
Q2 | $447K | Buy |
1,194
+89
| +8% | +$30.4K | 0.07% | 268 |
|
|
2023
Q1 | $379K | Buy |
1,105
+94
| +9% | +$33.4K | 0.06% | 298 |
|
|
2022
Q4 | $306K | Buy |
1,011
+22
| +2% | +$6.97K | 0.05% | 345 |
|
|
2022
Q3 | $315K | Buy |
989
+73
| +8% | +$26K | 0.06% | 310 |
|
|
2022
Q2 | $322K | Sell |
916
-304
| -25% | -$121K | 0.06% | 306 |
|
|
2022
Q1 | $516K | Sell |
1,220
-109
| -8% | -$50.9K | 0.11% | 210 |
|
|
2021
Q4 | $752K | Buy |
1,329
+24
| +2% | +$12.6K | 0.15% | 155 |
|
|
2021
Q3 | $567K | Buy |
1,305
+406
| +45% | +$192K | 0.13% | 180 |
|
|
2021
Q2 | $412K | Buy |
899
+30
| +3% | +$12.6K | 0.1% | 242 |
|
|
2021
Q1 | $300K | Sell |
869
-13
| -1% | -$4.53K | 0.08% | 288 |
|
|
2020
Q4 | $329K | Buy |
882
+44
| +5% | +$15.3K | 0.1% | 260 |
|
|
2020
Q3 | $280K | Buy |
838
+24
| +3% | +$7.42K | 0.1% | 248 |
|
|
2020
Q2 | $221K | Buy |
+814
| New | +$188K | 0.09% | 270 |
|
Other funds holding POOL
VCM
VPM
