Mount Yale Investment Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
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|
2025
Q1 | $438K | Buy |
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|
2024
Q4 | $467K | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $967K | Sell |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $831K | Sell |
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|
2022
Q3 | $922K | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $892K | Sell |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $867K | Sell |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $892K | Sell |
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|
2020
Q2 | $773K | Buy |
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|
2020
Q1 | $552K | Buy |
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|
2019
Q4 | $557K | Sell |
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|
2019
Q3 | $561K | Sell |
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|
2019
Q2 | $556K | Sell |
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|
2019
Q1 | $485K | Sell |
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|
2018
Q4 | $457K | Sell |
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|
2018
Q3 | $470K | Sell |
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|
2018
Q2 | $501K | Sell |
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|
2018
Q1 | $487K | Buy |
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