MSWA
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Marshall & Sterling Wealth Advisors’s Pool Corp POOL Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11.7K Hold
40
– – 0.01% 307
2025
Q1 		$12.7K Buy
+40
New +$12.7K 0.01% 291