Roberts Capital 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
Q1 | – | Sell |
-1,406
| Closed | -$479K | – | 98 |
|
|
2024
Q4 | $479K | Hold |
1,406
| – | – | 0.4% | 58 |
|
|
2024
Q3 | $530K | Hold |
1,406
| – | – | 0.45% | 59 |
|
|
2024
Q2 | $567K | Hold |
1,406
| – | – | 0.54% | 55 |
|
|
2024
Q1 | $567K | Buy |
+1,406
| New | +$567K | 0.54% | 55 |
|
|
2022
Q3 | $480K | Hold |
1,508
| – | – | 0.7% | 43 |
|
|
2022
Q2 | $530K | Hold |
1,508
| – | – | 0.73% | 43 |
|
|
2022
Q1 | $638K | Hold |
1,508
| – | – | 0.66% | 49 |
|
|
2021
Q4 | $854K | Buy |
+1,508
| New | +$854K | 0.8% | 43 |
|