Mount Yale Investment 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 | $382K | Sell |
1,311
-66
| -5% | -$19.2K | 0.03% | 398 |
|
|
2025
Q1 | $438K | Buy |
1,377
+6
| +0.4% | +$1.91K | 0.04% | 354 |
|
|
2024
Q4 | $467K | Sell |
1,371
-1,682
| -55% | -$574K | 0.04% | 350 |
|
|
2024
Q3 | $1.15M | Sell |
3,053
-94
| -3% | -$35.4K | 0.11% | 177 |
|
|
2024
Q2 | $967K | Sell |
3,147
-97
| -3% | -$29.8K | 0.08% | 211 |
|
|
2024
Q1 | $1.31M | Sell |
3,244
-407
| -11% | -$164K | 0.1% | 184 |
|
|
2023
Q4 | $1.46M | Sell |
3,651
-2
| -0.1% | -$797 | 0.14% | 155 |
|
|
2023
Q3 | $1.3M | Sell |
3,653
-105
| -3% | -$37.4K | 0.14% | 154 |
|
|
2023
Q2 | $1.41M | Buy |
3,758
+96
| +3% | +$36K | 0.15% | 145 |
|
|
2023
Q1 | $1.25M | Buy |
3,662
+915
| +33% | +$313K | 0.14% | 152 |
|
|
2022
Q4 | $831K | Sell |
2,747
-150
| -5% | -$45.4K | 0.09% | 216 |
|
|
2022
Q3 | $922K | Sell |
2,897
-17
| -0.6% | -$5.41K | 0.12% | 178 |
|
|
2022
Q2 | $1.02M | Buy |
2,914
+804
| +38% | +$283K | 0.13% | 173 |
|
|
2022
Q1 | $892K | Sell |
2,110
-286
| -12% | -$121K | 0.1% | 213 |
|
|
2021
Q4 | $1.36M | Sell |
2,396
-11
| -0.5% | -$6.23K | 0.14% | 159 |
|
|
2021
Q3 | $1.05M | Sell |
2,407
-62
| -3% | -$26.9K | 0.12% | 187 |
|
|
2021
Q2 | $1.13M | Sell |
2,469
-42
| -2% | -$19.3K | 0.14% | 159 |
|
|
2021
Q1 | $867K | Sell |
2,511
-266
| -10% | -$91.8K | 0.11% | 189 |
|
|
2020
Q4 | $1.03M | Buy |
2,777
+110
| +4% | +$41K | 0.15% | 164 |
|
|
2020
Q3 | $892K | Sell |
2,667
-177
| -6% | -$59.2K | 0.13% | 161 |
|
|
2020
Q2 | $773K | Buy |
2,844
+41
| +1% | +$11.1K | 0.14% | 157 |
|
|
2020
Q1 | $552K | Buy |
2,803
+262
| +10% | +$51.6K | 0.12% | 154 |
|
|
2019
Q4 | $557K | Sell |
2,541
-202
| -7% | -$44.3K | 0.1% | 176 |
|
|
2019
Q3 | $561K | Sell |
2,743
-111
| -4% | -$22.7K | 0.1% | 176 |
|
|
2019
Q2 | $556K | Sell |
2,854
-85
| -3% | -$16.6K | 0.1% | 162 |
|
|
2019
Q1 | $485K | Sell |
2,939
-5
| -0.2% | -$825 | 0.09% | 179 |
|
|
2018
Q4 | $457K | Sell |
2,944
-230
| -7% | -$35.7K | 0.09% | 191 |
|
|
2018
Q3 | $470K | Sell |
3,174
-133
| -4% | -$19.7K | 0.08% | 187 |
|
|
2018
Q2 | $501K | Sell |
3,307
-26
| -0.8% | -$3.94K | 0.09% | 173 |
|
|
2018
Q1 | $487K | Buy |
+3,333
| New | +$487K | 0.1% | 175 |
|