Heritage Wealth Management (Arizona)’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 | $384K | Sell |
1,250
-167
| -12% | -$51.3K | 0.21% | 95 |
|
|
2024
Q1 | $572K | Sell |
1,417
-94
| -6% | -$37.9K | 0.29% | 74 |
|
|
2023
Q4 | $602K | Buy |
+1,511
| New | +$602K | 0.33% | 72 |
|
|
2022
Q4 | $1.31M | Buy |
4,321
+2,745
| +174% | +$830K | 0.19% | 86 |
|
|
2022
Q3 | $502K | Sell |
1,576
-40
| -2% | -$12.7K | 0.16% | 97 |
|
|
2022
Q2 | $568K | Buy |
1,616
+203
| +14% | +$71.3K | 0.19% | 87 |
|
|
2022
Q1 | $598K | Buy |
+1,413
| New | +$598K | 0.16% | 99 |
|
|
2021
Q3 | $338K | Buy |
777
+108
| +16% | +$47K | 0.12% | 137 |
|
|
2021
Q2 | $307K | Buy |
+669
| New | +$307K | 0.12% | 147 |
|