LWM
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Liberty Wealth Management’s Pool Corp POOL Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-76
Closed -$37K – 851
2021
Q3 		$37K Buy
76
+71
+1,420% +$33.7K 0.01% 481
2021
Q2 		$2K Buy
+5
New +$2.1K ﹤0.01% 937
2020
Q1 		– Sell
-3
Closed -$1K – 960
2019
Q4 		$1K Buy
+3
New +$619 ﹤0.01% 853

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Invesco
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PAMS
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