Carolinas Wealth Consulting’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-524
| Closed | -$1.94K | – | 1111 |
|
|
2023
Q2 | $1.94K | Hold |
524
| – | – | ﹤0.01% | 816 |
|
|
2023
Q1 | $1.5K | Hold |
524
| – | – | ﹤0.01% | 847 |
|
|
2022
Q4 | $1.69K | Hold |
524
| – | – | ﹤0.01% | 827 |
|
|
2022
Q3 | $2K | Hold |
524
| – | – | ﹤0.01% | 780 |
|
|
2022
Q2 | $4K | Hold |
524
| – | – | ﹤0.01% | 698 |
|
|
2022
Q1 | $7K | Hold |
524
| – | – | ﹤0.01% | 667 |
|
|
2021
Q4 | $13K | Hold |
524
| – | – | ﹤0.01% | 581 |
|
|
2021
Q3 | $9K | Buy |
524
+169
| +48% | +$2.9K | ﹤0.01% | 599 |
|
|
2021
Q2 | $11K | Buy |
+355
| New | +$11K | ﹤0.01% | 602 |
|