LVW Advisors’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 | $670K | Sell |
2,297
-234
| -9% | -$68.2K | 0.07% | 154 |
|
|
2025
Q1 | $806K | Buy |
2,531
+17
| +0.7% | +$5.41K | 0.1% | 123 |
|
|
2024
Q4 | $857K | Sell |
2,514
-202
| -7% | -$68.9K | 0.1% | 125 |
|
|
2024
Q3 | $1.02M | Buy |
2,716
+271
| +11% | +$102K | 0.13% | 109 |
|
|
2024
Q2 | $751K | Buy |
2,445
+236
| +11% | +$72.5K | 0.11% | 119 |
|
|
2024
Q1 | $891K | Sell |
2,209
-134
| -6% | -$54.1K | 0.15% | 103 |
|
|
2023
Q4 | $934K | Sell |
2,343
-38
| -2% | -$15.2K | 0.18% | 89 |
|
|
2023
Q3 | $848K | Sell |
2,381
-263
| -10% | -$93.7K | 0.18% | 80 |
|
|
2023
Q2 | $991K | Sell |
2,644
-41
| -2% | -$15.4K | 0.19% | 81 |
|
|
2023
Q1 | $919K | Buy |
2,685
+53
| +2% | +$18.1K | 0.18% | 85 |
|
|
2022
Q4 | $796K | Buy |
2,632
+197
| +8% | +$59.6K | 0.16% | 97 |
|
|
2022
Q3 | $775K | Buy |
2,435
+71
| +3% | +$22.6K | 0.17% | 92 |
|
|
2022
Q2 | $830K | Buy |
2,364
+122
| +5% | +$42.8K | 0.17% | 85 |
|
|
2022
Q1 | $948K | Sell |
2,242
-164
| -7% | -$69.3K | 0.16% | 88 |
|
|
2021
Q4 | $1.36M | Sell |
2,406
-12
| -0.5% | -$6.79K | 0.23% | 77 |
|
|
2021
Q3 | $1.05M | Buy |
2,418
+27
| +1% | +$11.7K | 0.18% | 86 |
|
|
2021
Q2 | $1.1M | Sell |
2,391
-105
| -4% | -$48.2K | 0.19% | 85 |
|
|
2021
Q1 | $862K | Buy |
2,496
+557
| +29% | +$192K | 0.17% | 98 |
|
|
2020
Q4 | $722K | Buy |
1,939
+49
| +3% | +$18.2K | 0.14% | 87 |
|
|
2020
Q3 | $632K | Buy |
1,890
+583
| +45% | +$195K | 0.14% | 88 |
|
|
2020
Q2 | $355K | Buy |
+1,307
| New | +$355K | 0.09% | 122 |
|