Legacy Wealth 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
2024 Q4	–	Sell	-758	Closed	-$286K	–	359
2024 Q3	$286K	Buy	758 +18	+2%	+$6.23K	0.08%	311
2024 Q2	$227K	Buy	740 +4	+0.5%	+$1.45K	0.06%	321
2024 Q1	$297K	Sell	736 -3	-0.4%	-$1.17K	0.08%	297
2023 Q4	$295K	Sell	739 -6	-0.8%	-$2.1K	0.1%	294
2023 Q3	$265K	Buy	745 +15	+2%	+$5.46K	0.1%	290
2023 Q2	$273K	Buy	730 +17	+2%	+$5.81K	0.1%	293
2023 Q1	$244K	Sell	713 -1	-0.1%	-$355	0.09%	308
2022 Q4	$216K	Sell	714 -69	-9%	-$21.9K	0.08%	319
2022 Q3	$249K	Sell	783 -9	-1%	-$3.21K	0.11%	285
2022 Q2	$278K	Buy	792 +18	+2%	+$7.14K	0.11%	242
2022 Q1	$327K	Buy	774 +7	+0.9%	+$3.27K	0.12%	239
2021 Q4	$434K	Sell	767 -33	-4%	-$17.3K	0.15%	217
2021 Q3	$348K	Buy	800 +15	+2%	+$7.11K	0.16%	222
2021 Q2	$360K	Sell	785 -86	-10%	-$36.2K	0.16%	228
2021 Q1	$301K	Buy	871 +2	+0.2%	+$697	0.14%	243
2020 Q4	$324K	Buy	+869	New	+$303K	0.16%	224