Baker Tilly Wealth Management’s Pool Corp POOL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,621	Closed	-$654K	–	383
2024 Q1	$654K	Sell	1,621 -37	-2%	-$14.5K	0.12%	189
2023 Q4	$661K	Sell	1,658 -99	-6%	-$34.7K	0.11%	214
2023 Q3	$626K	Sell	1,757 -495	-22%	-$180K	0.1%	204
2023 Q2	$844K	Buy	2,252 +403	+22%	+$138K	0.09%	232
2023 Q1	$633K	Buy	1,849 +339	+22%	+$120K	0.07%	283
2022 Q4	$457K	Sell	1,510 -47	-3%	-$14.9K	0.06%	348
2022 Q3	$495K	Buy	1,557 +3	+0.2%	+$1.07K	0.07%	294
2022 Q2	$546K	Sell	1,554 -18	-1%	-$7.14K	0.07%	279
2022 Q1	$665K	Sell	1,572 -198	-11%	-$92.5K	0.07%	271
2021 Q4	$1M	Buy	1,770 +273	+18%	+$143K	0.11%	196
2021 Q3	$650K	Buy	1,497 +139	+10%	+$65.9K	0.09%	261
2021 Q2	$623K	Buy	1,358 +266	+24%	+$112K	0.1%	227
2021 Q1	$377K	Buy	1,092 +206	+23%	+$71.8K	0.08%	300
2020 Q4	$330K	Buy	+886	New	+$309K	0.1%	217