WA
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Waverly Advisors’s Pool Corp POOL Stock Holding History

Waverly 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 		$204K Sell
700
-16
-2% -$4.66K ﹤0.01% 1114
2025
Q1 		$228K Sell
716
-19
-3% -$6.05K ﹤0.01% 1017
2024
Q4 		$251K Buy
+735
New +$251K ﹤0.01% 873