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Bartlett & Co Wealth Management’s Latham Group SWIM Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-664
Closed -$4.6K – 1275
2022
Q2 		$4.6K Buy
+664
New +$4.6K ﹤0.01% 1032