CAN
POOL icon

Claraphi Advisory Network’s Pool Corp POOL Stock Holding History

Claraphi Advisory Network’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
Q1 		– Sell
-445
Closed -$251K – 327
2021
Q4 		$251K Sell
445
-148
-25% -$77.6K 0.09% 248
2021
Q3 		$257K Buy
+593
New +$281K 0.09% 251
2020
Q3 		– Sell
-1,076
Closed -$293K – 297
2020
Q2 		$293K Buy
1,076
+72
+7% +$16.7K 0.13% 164
2020
Q1 		$197K Buy
1,004
+20
+2% +$4.26K 0.09% 196
2019
Q4 		$209K Sell
984
-14
-1% -$2.89K 0.13% 178
2019
Q3 		$201K Sell
998
-200
-17% -$38.6K 0.12% 195
2019
Q2 		$229K Sell
1,198
-99
-8% -$17.9K 0.13% 196
2019
Q1 		$214K Sell
1,297
-242
-16% -$37.6K 0.13% 197
2018
Q4 		$229K Sell
1,539
-229
-13% -$34.3K 0.18% 158
2018
Q3 		$295K Buy
1,768
+114
+7% +$18.5K 0.16% 171
2018
Q2 		$250K Buy
1,654
+95
+6% +$13.9K 0.16% 192
2018
Q1 		$228K Buy
+1,559
New +$215K 0.16% 207

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Select Equity Group
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Invesco
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Massachusetts Financial Services
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PAMS
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