YWP
POOL icon

YorkBridge Wealth Partners’s Pool Corp POOL Stock Holding History

YorkBridge Wealth Partners’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$252K Buy
835
+26
+3% +$8.23K 0.06% 217
2022
Q3 		$257K Buy
809
+23
+3% +$8.21K 0.07% 226
2022
Q2 		$276K Buy
786
+7
+0.9% +$2.78K 0.07% 211
2022
Q1 		$329K Sell
779
-59
-7% -$27.6K 0.07% 219
2021
Q4 		$474K Sell
838
-49
-6% -$25.7K 0.11% 144
2021
Q3 		$385K Buy
887
+70
+9% +$33.2K 0.1% 174
2021
Q2 		$375K Sell
817
-34
-4% -$14.3K 0.1% 161
2021
Q1 		$294K Buy
851
+268
+46% +$93.3K 0.09% 201
2020
Q4 		$217K Buy
+583
New +$203K 0.07% 197
2019
Q3 		– Sell
-839
Closed -$160K – 525
2019
Q2 		$160K Sell
839
-61
-7% -$11K 0.07% 210
2019
Q1 		$148K Buy
900
+30
+3% +$4.66K 0.07% 210
2018
Q4 		$129K Sell
870
-24
-3% -$3.59K 0.07% 210
2018
Q3 		$149K Sell
894
-27
-3% -$4.37K 0.07% 213
2018
Q2 		$140K Buy
921
+8
+0.9% +$1.17K 0.06% 229
2018
Q1 		$133K Buy
913
+53
+6% +$7.3K 0.06% 238
2017
Q4 		$111K Buy
860
+84
+11% +$10.2K 0.05% 272
2017
Q3 		$84K Buy
776
+17
+2% +$1.84K 0.04% 313
2017
Q2 		$91K Buy
759
+68
+10% +$8.17K 0.05% 294
2017
Q1 		$84K Buy
+691
New +$77.5K 0.04% 304

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