Wealthspire Advisors (Maryland)’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $243K | Sell |
725
-54
| -7% | -$18.1K | 0.01% | 400 |
|
|
2020
Q2 | $212K | Buy |
+779
| New | +$212K | 0.02% | 411 |
|
|
2019
Q2 | – | Sell |
-605
| Closed | -$100K | – | 1642 |
|
|
2019
Q1 | $100K | Buy |
605
+96
| +19% | +$15.9K | 0.01% | 639 |
|
|
2018
Q4 | $76K | Buy |
509
+36
| +8% | +$5.38K | 0.01% | 700 |
|
|
2018
Q3 | $79K | Hold |
473
| – | – | 0.01% | 788 |
|
|
2018
Q2 | $72K | Sell |
473
-18
| -4% | -$2.74K | 0.01% | 833 |
|
|
2018
Q1 | $72K | Sell |
491
-7
| -1% | -$1.03K | 0.01% | 840 |
|
|
2017
Q4 | $65K | Sell |
498
-129
| -21% | -$16.8K | 0.01% | 900 |
|
|
2017
Q3 | $68K | Buy |
627
+202
| +48% | +$21.9K | 0.01% | 862 |
|
|
2017
Q2 | $50K | Buy |
425
+264
| +164% | +$31.1K | 0.01% | 952 |
|
|
2017
Q1 | $19K | Buy |
+161
| New | +$19K | ﹤0.01% | 1104 |
|