Arax Advisory Partners’s Latham Group SWIM Stock Holding History

Arax Advisory Partners’s Portfolio SWIM Stock Details SWIM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$7.34K	Buy
2023 Q4	–	Sell
2023 Q3	$301	Sell
2023 Q2	$598	Sell
2023 Q1	$713	Hold
2022 Q4	$802	Hold
2022 Q3	$1K	Buy
2022 Q2	$1K	Buy
2022 Q1	$1K	Buy