Wealthspire Advisors (New York)’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
1,198
-193
| -14% | -$56.3K | ﹤0.01% | 622 |
|
|
2025
Q1 | $443K | Sell |
1,391
-491
| -26% | -$156K | ﹤0.01% | 549 |
|
|
2024
Q4 | $642K | Sell |
1,882
-99
| -5% | -$33.8K | 0.01% | 453 |
|
|
2024
Q3 | $746K | Sell |
1,981
-125
| -6% | -$47.1K | 0.01% | 422 |
|
|
2024
Q2 | $647K | Sell |
2,106
-256
| -11% | -$78.7K | 0.01% | 378 |
|
|
2024
Q1 | $953K | Buy |
2,362
+47
| +2% | +$19K | 0.01% | 324 |
|
|
2023
Q4 | $923K | Sell |
2,315
-1
| -0% | -$399 | 0.01% | 323 |
|
|
2023
Q3 | $825K | Buy |
+2,316
| New | +$825K | 0.01% | 311 |
|
|
2022
Q1 | – | Sell |
-470
| Closed | -$266K | – | 525 |
|
|
2021
Q4 | $266K | Sell |
470
-2
| -0.4% | -$1.13K | 0.01% | 445 |
|
|
2021
Q3 | $205K | Buy |
+472
| New | +$205K | ﹤0.01% | 547 |
|
|
2021
Q2 | – | Sell |
-681
| Closed | -$235K | – | 588 |
|
|
2021
Q1 | $235K | Sell |
681
-394
| -37% | -$136K | 0.01% | 630 |
|
|
2020
Q4 | $400K | Buy |
+1,075
| New | +$400K | 0.01% | 350 |
|