B. Riley Wealth Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-975
| Closed | -$347K | – | 1555 |
|
|
2024
Q1 | $347K | Buy |
+975
| New | +$347K | 0.01% | 973 |
|
|
2023
Q4 | – | Sell |
-975
| Closed | -$347K | – | 1488 |
|
|
2023
Q3 | $347K | Sell |
975
-13
| -1% | -$4.63K | 0.01% | 973 |
|
|
2023
Q2 | $370K | Buy |
988
+165
| +20% | +$61.8K | 0.01% | 1014 |
|
|
2023
Q1 | $282K | Sell |
823
-58
| -7% | -$19.9K | 0.01% | 1102 |
|
|
2022
Q4 | $266K | Buy |
881
+5
| +0.6% | +$1.51K | 0.01% | 1099 |
|
|
2022
Q3 | $282K | Sell |
876
-214
| -20% | -$68.9K | 0.01% | 1038 |
|
|
2022
Q2 | $384K | Buy |
1,090
+52
| +5% | +$18.3K | 0.02% | 765 |
|
|
2022
Q1 | $440K | Buy |
1,038
+215
| +26% | +$91.1K | 0.01% | 818 |
|
|
2021
Q4 | $467K | Sell |
823
-14
| -2% | -$7.94K | 0.01% | 848 |
|
|
2021
Q3 | $364K | Sell |
837
-101
| -11% | -$43.9K | 0.01% | 940 |
|
|
2021
Q2 | $430K | Sell |
938
-53
| -5% | -$24.3K | 0.01% | 841 |
|
|
2021
Q1 | $344K | Sell |
991
-593
| -37% | -$206K | 0.01% | 924 |
|
|
2020
Q4 | $592K | Buy |
1,584
+172
| +12% | +$64.3K | 0.03% | 487 |
|
|
2020
Q3 | $439K | Buy |
+1,412
| New | +$439K | 0.02% | 581 |
|
|
2015
Q1 | – | Sell |
-626
| Closed | -$40 | – | 1609 |
|
|
2014
Q4 | $40 | Buy |
+626
| New | +$40 | ﹤0.01% | 2202 |
|
|
2014
Q3 | – | Sell |
-626
| Closed | -$35.4K | – | 1567 |
|
|
2014
Q2 | $35.4K | Buy |
+626
| New | +$35.4K | 0.01% | 1179 |
|