Thomas J. Herzfeld Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19
| Closed | -$6.77K | – | 296 |
|
|
2023
Q3 | $6.77K | Hold |
19
| – | – | ﹤0.01% | 212 |
|
|
2023
Q2 | $7.12K | Hold |
19
| – | – | ﹤0.01% | 204 |
|
|
2023
Q1 | $6.51K | Hold |
19
| – | – | ﹤0.01% | 194 |
|
|
2022
Q4 | $5.74K | Buy |
19
+5
| +36% | +$1.51K | ﹤0.01% | 214 |
|
|
2022
Q3 | $4K | Hold |
14
| – | – | ﹤0.01% | 229 |
|
|
2022
Q2 | $5K | Hold |
14
| – | – | ﹤0.01% | 218 |
|
|
2022
Q1 | $6K | Hold |
14
| – | – | ﹤0.01% | 216 |
|
|
2021
Q4 | $8K | Buy |
14
+3
| +27% | +$1.71K | ﹤0.01% | 233 |
|
|
2021
Q3 | $5K | Hold |
11
| – | – | ﹤0.01% | 261 |
|
|
2021
Q2 | $5K | Hold |
11
| – | – | ﹤0.01% | 272 |
|
|
2021
Q1 | $4K | Buy |
+11
| New | +$4K | ﹤0.01% | 280 |
|