Fermata Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-603
| Closed | -$256K | – | 188 |
|
|
2022
Q1 | $256K | Sell |
603
-49
| -8% | -$20.8K | 0.1% | 139 |
|
|
2021
Q4 | $370K | Sell |
652
-2
| -0.3% | -$1.14K | 0.14% | 110 |
|
|
2021
Q3 | $285K | Sell |
654
-32
| -5% | -$13.9K | 0.13% | 127 |
|
|
2021
Q2 | $315K | Buy |
+686
| New | +$315K | 0.18% | 100 |
|