Algert Global’s Latham Group SWIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30,540
| Closed | -$213K | – | 1320 |
|
|
2024
Q4 | $213K | Sell |
30,540
-5,776
| -16% | -$40.3K | 0.01% | 1066 |
|
|
2024
Q3 | $247K | Buy |
+36,316
| New | +$247K | 0.01% | 1036 |
|
|
2023
Q2 | – | Sell |
-135,854
| Closed | -$389K | – | 1255 |
|
|
2023
Q1 | $389K | Buy |
135,854
+63,074
| +87% | +$181K | 0.02% | 887 |
|
|
2022
Q4 | $234K | Buy |
+72,780
| New | +$234K | 0.01% | 980 |
|