TruWealth Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-34,130
| Closed | -$13.8M | – | 168 |
|
|
2024
Q1 | $13.8M | Buy |
34,130
+806
| +2% | +$325K | 0.96% | 33 |
|
|
2023
Q4 | $13.3M | Buy |
33,324
+768
| +2% | +$306K | 1.01% | 33 |
|
|
2023
Q3 | $11.6M | Buy |
32,556
+742
| +2% | +$264K | 1% | 31 |
|
|
2023
Q2 | $11.9M | Buy |
31,814
+718
| +2% | +$269K | 1.02% | 32 |
|
|
2023
Q1 | $10.6M | Buy |
31,096
+651
| +2% | +$223K | 0.98% | 29 |
|
|
2022
Q4 | $9.2M | Buy |
30,445
+8,546
| +39% | +$2.58M | 0.9% | 33 |
|
|
2022
Q3 | $6.97M | Buy |
21,899
+2,359
| +12% | +$751K | 0.74% | 37 |
|
|
2022
Q2 | $6.86M | Buy |
19,540
+1,484
| +8% | +$521K | 0.74% | 34 |
|
|
2022
Q1 | $7.64M | Sell |
18,056
-395
| -2% | -$167K | 0.79% | 33 |
|
|
2021
Q4 | $10.4M | Buy |
18,451
+908
| +5% | +$514K | 1.06% | 28 |
|
|
2021
Q3 | $7.62M | Buy |
17,543
+532
| +3% | +$231K | 0.85% | 34 |
|
|
2021
Q2 | $7.8M | Buy |
17,011
+1,349
| +9% | +$619K | 0.92% | 33 |
|
|
2021
Q1 | $5.41M | Buy |
+15,662
| New | +$5.41M | 0.73% | 33 |
|