Connecticut 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 Q3	–	Sell	-771	Closed	-$237K	–	333
2024 Q2	$237K	Sell	771 -10	-1%	-$3.62K	0.01%	296
2024 Q1	$315K	Hold	781	–	–	0.02%	262
2023 Q4	$311K	Buy	781 +10	+1%	+$3.51K	0.02%	265
2023 Q3	$275K	Hold	771	–	–	0.02%	242
2023 Q2	$289K	Hold	771	–	–	0.02%	211
2023 Q1	$264K	Hold	771	–	–	0.02%	212
2022 Q4	$233K	Hold	771	–	–	0.02%	182
2022 Q3	$245K	Buy	+771	New	+$275K	0.02%	170
2022 Q2	–	Sell	-475	Closed	-$201K	–	197
2022 Q1	$201K	Buy	475 +2	+0.4%	+$934	0.02%	186
2021 Q4	$268K	Sell	473 -154	-25%	-$80.7K	0.02%	169
2021 Q3	$272K	Hold	627	–	–	0.02%	166
2021 Q2	$288K	Buy	627 +16	+3%	+$6.74K	0.03%	154
2021 Q1	$211K	Hold	611	–	–	0.02%	167
2020 Q4	$228K	Hold	611	–	–	0.02%	170
2020 Q3	$204K	Buy	+611	New	+$189K	0.02%	193