EWM
POOL icon

Evermay Wealth Management’s Pool Corp POOL Stock Holding History

Evermay Wealth Management’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10
Closed -$3.42K – 565
2023
Q1 		$3.42K Hold
10
– – ﹤0.01% 470
2022
Q4 		$3.02K Sell
10
-15
-60% -$4.75K ﹤0.01% 479
2022
Q3 		$8K Sell
25
-60
-71% -$21.4K ﹤0.01% 420
2022
Q2 		$30K Sell
85
-38
-31% -$15.1K 0.01% 314
2022
Q1 		$52K Buy
123
+56
+84% +$26.1K 0.01% 298
2021
Q4 		$38K Hold
67
– – 0.01% 305
2021
Q3 		$29K Buy
67
+37
+123% +$17.5K 0.01% 313
2021
Q2 		$14K Buy
+30
New +$12.6K ﹤0.01% 383

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