Institute for Wealth Management’s Pool Corp POOL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$291K	Hold	998	–	–	0.03%	443
2025 Q1	$318K	Hold	998	–	–	0.04%	399
2024 Q4	$340K	Buy	998 +184	+23%	+$62.7K	0.04%	370
2024 Q3	$307K	Buy	+814	New	+$307K	0.04%	411