YHB Investment 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 |
-739
| Closed | -$263K | – | 276 |
|
|
2023
Q3 | $263K | Hold |
739
| – | – | 0.02% | 233 |
|
|
2023
Q2 | $277K | Hold |
739
| – | – | 0.03% | 231 |
|
|
2023
Q1 | $253K | Sell |
739
-45
| -6% | -$15.4K | 0.03% | 248 |
|
|
2022
Q4 | $237K | Hold |
784
| – | – | 0.03% | 260 |
|
|
2022
Q3 | $249K | Hold |
784
| – | – | 0.03% | 240 |
|
|
2022
Q2 | $275K | Hold |
784
| – | – | 0.03% | 231 |
|
|
2022
Q1 | $332K | Sell |
784
-115
| -13% | -$48.7K | 0.03% | 228 |
|
|
2021
Q4 | $509K | Sell |
899
-3
| -0.3% | -$1.7K | 0.04% | 209 |
|
|
2021
Q3 | $392K | Hold |
902
| – | – | 0.03% | 220 |
|
|
2021
Q2 | $414K | Hold |
902
| – | – | 0.04% | 216 |
|
|
2021
Q1 | $345K | Buy |
902
+52
| +6% | +$19.9K | 0.03% | 226 |
|
|
2020
Q4 | $317K | Sell |
850
-41
| -5% | -$15.3K | 0.03% | 231 |
|
|
2020
Q3 | $298K | Buy |
+891
| New | +$298K | 0.03% | 216 |
|
|
2019
Q2 | – | Sell |
-1,243
| Closed | -$205K | – | 195 |
|
|
2019
Q1 | $205K | Buy |
+1,243
| New | +$205K | 0.03% | 190 |
|