IWS
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Insight Wealth Strategies’s Pool Corp POOL Stock Holding History

Insight Wealth Strategies’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
2019
Q2 		– Sell
-2,846
Closed -$470K – 169
2019
Q1 		$470K Buy
2,846
+41
+1% +$6.37K 0.13% 98
2018
Q4 		$417K Buy
+2,805
New +$420K 0.13% 97

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