BOK Financial’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-34,256
| Closed | -$110K | – | 1251 |
|
|
2022
Q4 | $110K | Sell |
34,256
-437
| -1% | -$1.41K | ﹤0.01% | 873 |
|
|
2022
Q3 | $125K | Hold |
34,693
| – | – | ﹤0.01% | 864 |
|
|
2022
Q2 | $240K | Hold |
34,693
| – | – | ﹤0.01% | 818 |
|
|
2022
Q1 | $459K | Hold |
34,693
| – | – | 0.01% | 748 |
|
|
2021
Q4 | $868K | Hold |
34,693
| – | – | 0.01% | 613 |
|
|
2021
Q3 | $569K | Buy |
+34,693
| New | +$569K | 0.01% | 700 |
|