Schechter Investment Advisors’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-867
| Closed | -$266K | – | 694 |
|
|
2024
Q2 | $266K | Buy |
867
+7
| +0.8% | +$2.15K | 0.02% | 496 |
|
|
2024
Q1 | $347K | Sell |
860
-17
| -2% | -$6.86K | 0.03% | 463 |
|
|
2023
Q4 | $350K | Sell |
877
-6
| -0.7% | -$2.39K | 0.03% | 426 |
|
|
2023
Q3 | $314K | Sell |
883
-2
| -0.2% | -$712 | 0.03% | 435 |
|
|
2023
Q2 | $332K | Sell |
885
-4
| -0.4% | -$1.5K | 0.03% | 470 |
|
|
2023
Q1 | $304K | Buy |
889
+20
| +2% | +$6.85K | 0.03% | 518 |
|
|
2022
Q4 | $263K | Buy |
869
+123
| +16% | +$37.2K | 0.02% | 667 |
|
|
2022
Q3 | $238K | Sell |
746
-22
| -3% | -$7.02K | 0.02% | 782 |
|
|
2022
Q2 | $269K | Buy |
+768
| New | +$269K | 0.03% | 746 |
|