VFA
Values First Advisors’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,599
| Closed | -$603K | – | 272 |
|
|
2024
Q3 | $603K | Sell |
1,599
-1,183
| -43% | -$446K | 0.33% | 77 |
|
|
2024
Q2 | $855K | Buy |
2,782
+88
| +3% | +$27K | 0.51% | 56 |
|
|
2024
Q1 | $1.09M | Buy |
2,694
+863
| +47% | +$348K | 0.64% | 50 |
|
|
2023
Q4 | $730K | Sell |
1,831
-574
| -24% | -$229K | 0.44% | 75 |
|
|
2023
Q3 | $856K | Sell |
2,405
-5,207
| -68% | -$1.85M | 0.55% | 55 |
|
|
2023
Q2 | $2.85M | Buy |
7,612
+1,011
| +15% | +$379K | 1.72% | 8 |
|
|
2023
Q1 | $2.26M | Buy |
6,601
+88
| +1% | +$30.1K | 1.44% | 12 |
|
|
2022
Q4 | $1.97M | Buy |
6,513
+61
| +0.9% | +$18.4K | 1.37% | 14 |
|
|
2022
Q3 | $2.05M | Buy |
6,452
+18
| +0.3% | +$5.73K | 1.48% | 11 |
|
|
2022
Q2 | $2.26M | Buy |
6,434
+1,058
| +20% | +$372K | 1.61% | 10 |
|
|
2022
Q1 | $2.27M | Sell |
5,376
-98
| -2% | -$41.4K | 1.44% | 15 |
|
|
2021
Q4 | $3.1M | Sell |
5,474
-230
| -4% | -$130K | 1.83% | 5 |
|
|
2021
Q3 | $2.48M | Sell |
5,704
-15
| -0.3% | -$6.52K | 1.61% | 13 |
|
|
2021
Q2 | $2.62M | Buy |
5,719
+4,015
| +236% | +$1.84M | 1.78% | 4 |
|
|
2021
Q1 | $588K | Buy |
1,704
+116
| +7% | +$40K | 0.43% | 78 |
|
|
2020
Q4 | $592K | Buy |
1,588
+44
| +3% | +$16.4K | 0.47% | 75 |
|
|
2020
Q3 | $517K | Buy |
1,544
+589
| +62% | +$197K | 0.48% | 74 |
|
|
2020
Q2 | $260K | Sell |
955
-123
| -11% | -$33.5K | 0.26% | 118 |
|
|
2020
Q1 | $212K | Buy |
1,078
+107
| +11% | +$21.1K | 0.25% | 110 |
|
|
2019
Q4 | $206K | Buy |
+971
| New | +$206K | 0.2% | 120 |
|