Valeo Financial 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
Q2 | – | Sell |
-631
| Closed | -$216K | – | 632 |
|
|
2023
Q1 | $216K | Buy |
+631
| New | +$216K | 0.01% | 529 |
|
|
2021
Q2 | – | Sell |
-7
| Closed | -$2K | – | 1375 |
|
|
2021
Q1 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 1728 |
|
|
2020
Q4 | – | Sell |
-37
| Closed | -$12K | – | 1763 |
|
|
2020
Q3 | $12K | Sell |
37
-167
| -82% | -$54.2K | ﹤0.01% | 1003 |
|
|
2020
Q2 | $56K | Buy |
204
+20
| +11% | +$5.49K | 0.01% | 647 |
|
|
2020
Q1 | $37K | Buy |
184
+147
| +397% | +$29.6K | ﹤0.01% | 676 |
|
|
2019
Q4 | $8K | Hold |
37
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q3 | $7K | Hold |
37
| – | – | ﹤0.01% | 1113 |
|
|
2019
Q2 | $7K | Hold |
37
| – | – | ﹤0.01% | 1116 |
|
|
2019
Q1 | $6K | Hold |
37
| – | – | ﹤0.01% | 1102 |
|
|
2018
Q4 | $6K | Hold |
37
| – | – | ﹤0.01% | 1020 |
|
|
2018
Q3 | $5K | Buy |
+37
| New | +$5K | ﹤0.01% | 1197 |
|
|
2018
Q2 | – | Sell |
-45
| Closed | -$7K | – | 1720 |
|
|
2018
Q1 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 1034 |
|