Institutional & Family Asset 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
2022 Q2	–	Sell	-6	Closed	-$3K	–	780
2022 Q1	$3K	Sell	6 -5	-45%	-$2.33K	﹤0.01%	620
2021 Q4	$6K	Hold	11	–	–	﹤0.01%	534
2021 Q3	$5K	Buy	11 +5	+83%	+$2.37K	﹤0.01%	671
2021 Q2	$3K	Hold	6	–	–	﹤0.01%	790
2021 Q1	$2K	Sell	6 -3	-33%	-$1.04K	﹤0.01%	812
2020 Q4	$3K	Hold	9	–	–	﹤0.01%	717
2020 Q3	$3K	Hold	9	–	–	﹤0.01%	652
2020 Q2	$2K	Sell	9 -3	-25%	-$694	﹤0.01%	706
2020 Q1	$2K	Hold	12	–	–	﹤0.01%	668
2019 Q4	$3K	Hold	12	–	–	﹤0.01%	679
2019 Q3	$2K	Sell	12 -13	-52%	-$2.51K	﹤0.01%	718
2019 Q2	$5K	Hold	25	–	–	﹤0.01%	605
2019 Q1	$4K	Hold	25	–	–	﹤0.01%	631
2018 Q4	$4K	Hold	25	–	–	﹤0.01%	616
2018 Q3	$4K	Hold	25	–	–	﹤0.01%	647
2018 Q2	$4K	Hold	25	–	–	﹤0.01%	640
2018 Q1	$4K	Buy	+25	New	+$3.44K	﹤0.01%	627