Heron Financial Group’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $808K | Buy |
2,156
+55
| +3% | +$20.6K | 0.44% | 51 |
|
|
2023
Q1 | $720K | Buy |
2,101
+287
| +16% | +$98.3K | 0.4% | 59 |
|
|
2022
Q4 | $550K | Sell |
1,814
-281
| -13% | -$85.2K | 0.37% | 59 |
|
|
2022
Q3 | $667K | Buy |
2,095
+110
| +6% | +$35K | 0.41% | 53 |
|
|
2022
Q2 | $697K | Buy |
1,985
+50
| +3% | +$17.6K | 0.42% | 51 |
|
|
2022
Q1 | $818K | Sell |
1,935
-33
| -2% | -$14K | 0.43% | 49 |
|
|
2021
Q4 | $932K | Sell |
1,968
-7
| -0.4% | -$3.32K | 0.5% | 43 |
|
|
2021
Q3 | $858K | Buy |
1,975
+178
| +10% | +$77.3K | 0.48% | 44 |
|
|
2021
Q2 | $824K | Buy |
1,797
+90
| +5% | +$41.3K | 0.47% | 49 |
|
|
2021
Q1 | $600K | Buy |
1,707
+43
| +3% | +$15.1K | 0.36% | 63 |
|
|
2020
Q4 | $642K | Buy |
1,664
+25
| +2% | +$9.65K | 0.44% | 56 |
|
|
2020
Q3 | $537K | Buy |
1,639
+180
| +12% | +$59K | 0.43% | 60 |
|
|
2020
Q2 | $406K | Hold |
1,459
| – | – | 0.36% | 70 |
|
|
2020
Q1 | $285K | Buy |
1,459
+25
| +2% | +$4.88K | 0.29% | 81 |
|
|
2019
Q4 | $329K | Buy |
+1,434
| New | +$329K | 0.27% | 86 |
|