MSWM
POOL icon

Mowery & Schoenfeld Wealth Management’s Pool Corp POOL Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q1 		– Sell
-6
Closed -$2.05K – 540
2024
Q4 		$2.05K Buy
+6
New +$2.05K ﹤0.01% 398