Gitterman Wealth Management’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 | $264K | Sell |
903
-78
| -8% | -$22.8K | 0.06% | 96 |
|
|
2025
Q1 | $313K | Sell |
981
-146
| -13% | -$46.5K | 0.08% | 73 |
|
|
2024
Q4 | $385K | Buy |
1,127
+390
| +53% | +$133K | 0.16% | 52 |
|
|
2024
Q3 | $279K | Buy |
+737
| New | +$279K | 0.12% | 72 |
|
|
2024
Q2 | – | Sell |
-621
| Closed | -$251K | – | 129 |
|
|
2024
Q1 | $251K | Buy |
621
+52
| +9% | +$21.1K | 0.1% | 76 |
|
|
2023
Q4 | $228K | Sell |
569
-34
| -6% | -$13.6K | 0.1% | 72 |
|
|
2023
Q3 | $215K | Sell |
603
-69
| -10% | -$24.6K | 0.1% | 65 |
|
|
2023
Q2 | $252K | Sell |
672
-132
| -16% | -$49.6K | 0.12% | 55 |
|
|
2023
Q1 | $276K | Buy |
+804
| New | +$276K | 0.13% | 39 |
|
|
2022
Q2 | – | Sell |
-713
| Closed | -$300K | – | 98 |
|
|
2022
Q1 | $300K | Buy |
+713
| New | +$300K | 0.24% | 48 |
|
|
2021
Q3 | – | Sell |
-506
| Closed | -$232K | – | 87 |
|
|
2021
Q2 | $232K | Buy |
+506
| New | +$232K | 0.19% | 54 |
|