EWM
Evermay Wealth Management’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10
| Closed | -$3.43K | – | 565 |
|
|
2023
Q1 | $3.43K | Hold |
10
| – | – | ﹤0.01% | 470 |
|
|
2022
Q4 | $3.02K | Sell |
10
-15
| -60% | -$4.54K | ﹤0.01% | 479 |
|
|
2022
Q3 | $8K | Sell |
25
-60
| -71% | -$19.2K | ﹤0.01% | 420 |
|
|
2022
Q2 | $30K | Sell |
85
-38
| -31% | -$13.4K | 0.01% | 314 |
|
|
2022
Q1 | $52K | Buy |
123
+56
| +84% | +$23.7K | 0.01% | 298 |
|
|
2021
Q4 | $38K | Hold |
67
| – | – | 0.01% | 305 |
|
|
2021
Q3 | $29K | Buy |
67
+37
| +123% | +$16K | 0.01% | 313 |
|
|
2021
Q2 | $14K | Buy |
+30
| New | +$14K | ﹤0.01% | 383 |
|