Alliance Wealth Advisors (Utah)’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 | $666K | Buy |
2,286
+97
| +4% | +$28.3K | 0.16% | 131 |
|
|
2025
Q1 | $697K | Buy |
2,189
+18
| +0.8% | +$5.73K | 0.18% | 123 |
|
|
2024
Q4 | $740K | Sell |
2,171
-623
| -22% | -$212K | 0.19% | 126 |
|
|
2024
Q3 | $1.05M | Buy |
2,794
+218
| +8% | +$82.2K | 0.28% | 90 |
|
|
2024
Q2 | $792K | Buy |
2,576
+153
| +6% | +$47K | 0.23% | 104 |
|
|
2024
Q1 | $978K | Buy |
2,423
+215
| +10% | +$86.8K | 0.29% | 86 |
|
|
2023
Q4 | $880K | Buy |
2,208
+75
| +4% | +$29.9K | 0.3% | 84 |
|
|
2023
Q3 | $760K | Buy |
2,133
+94
| +5% | +$33.5K | 0.28% | 84 |
|
|
2023
Q2 | $764K | Buy |
2,039
+146
| +8% | +$54.7K | 0.28% | 85 |
|
|
2023
Q1 | $648K | Buy |
1,893
+177
| +10% | +$60.6K | 0.26% | 94 |
|
|
2022
Q4 | $519K | Buy |
+1,716
| New | +$519K | 0.23% | 103 |
|