McClarren Financial 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 | – | Sell |
-230
| Closed | -$73K | – | 238 |
|
|
2025
Q1 | $73K | Hold |
230
| – | – | 0.05% | 119 |
|
|
2024
Q4 | $78K | Buy |
230
+1
| +0.4% | +$339 | 0.22% | 61 |
|
|
2024
Q3 | $86 | Sell |
229
-78
| -25% | -$29 | 0.01% | 101 |
|
|
2024
Q2 | $70K | Buy |
307
+79
| +35% | +$18K | 0.05% | 124 |
|
|
2024
Q1 | $92K | Buy |
228
+1
| +0.4% | +$404 | 0.07% | 107 |
|
|
2023
Q4 | $91K | Buy |
227
+1
| +0.4% | +$401 | 0.07% | 117 |
|
|
2023
Q3 | $80K | Buy |
226
+1
| +0.4% | +$354 | 0.07% | 118 |
|
|
2023
Q2 | $84K | Buy |
225
+1
| +0.4% | +$373 | 0.07% | 118 |
|
|
2023
Q1 | $77K | Hold |
224
| – | – | 0.07% | 118 |
|
|
2022
Q4 | $67K | Buy |
224
+1
| +0.4% | +$299 | 0.06% | 125 |
|
|
2022
Q3 | $71K | Buy |
+223
| New | +$71K | 0.07% | 107 |
|
|
2022
Q2 | – | Sell |
-222
| Closed | -$94K | – | 205 |
|
|
2022
Q1 | $94K | Sell |
222
-1
| -0.4% | -$423 | 0.07% | 90 |
|
|
2021
Q4 | $126K | Buy |
223
+2
| +0.9% | +$1.13K | 0.09% | 83 |
|
|
2021
Q3 | $96K | Hold |
221
| – | – | 0.07% | 80 |
|
|
2021
Q2 | $101K | Hold |
221
| – | – | 0.08% | 77 |
|
|
2021
Q1 | $76K | Buy |
221
+1
| +0.5% | +$344 | 0.07% | 93 |
|
|
2020
Q4 | $82K | Buy |
+220
| New | +$82K | 0.08% | 81 |
|