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Advisory Research’s Latham Group SWIM Stock Holding History

Advisory Research’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-26,132
Closed -$97K – 486
2023
Q2 		$97K Buy
+26,132
New +$97K 0.01% 434