Heritage Wealth Management (Arizona)’s Pool Corp POOL Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$384K	Sell
2024 Q1	$572K	Sell
2023 Q4	$602K	Buy
2022 Q4	$1.31M	Buy
2022 Q3	$502K	Sell
2022 Q2	$568K	Buy
2022 Q1	$598K	Buy
2021 Q3	$338K	Buy
2021 Q2	$307K	Buy