Blue Trust Inc’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-290
| Closed | -$879 | – | 2940 |
|
|
2024
Q3 | $879 | Hold |
290
| – | – | ﹤0.01% | 2719 |
|
|
2024
Q2 | $1.15K | Buy |
+290
| New | +$1.15K | ﹤0.01% | 2532 |
|
|
2024
Q1 | – | Sell |
-93
| Closed | – | – | 2676 |
|
|
2023
Q4 | $0 | Buy |
+93
| New | – | ﹤0.01% | 2692 |
|
|
2023
Q2 | – | Sell |
-153
| Closed | – | – | 2512 |
|
|
2023
Q1 | $0 | Buy |
153
+58
| +61% | – | ﹤0.01% | 2623 |
|
|
2022
Q4 | $0 | Buy |
95
+58
| +157% | – | ﹤0.01% | 2465 |
|
|
2022
Q3 | $0 | Buy |
+37
| New | – | ﹤0.01% | 2321 |
|