1858 Wealth Management’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	-507	Closed	-$202K	–	138
2024 Q1	$202K	Hold	507	–	–	0.19%	119
2023 Q4	$202K	Buy	+507	New	+$202K	0.19%	119