Cetera Advisor Networks’s Latham Group SWIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $111K | Sell |
27,959
-19,492
| -41% | -$77.2K | ﹤0.01% | 2679 |
|
|
2023
Q4 | $125K | Sell |
47,451
-5,167
| -10% | -$13.6K | ﹤0.01% | 2620 |
|
|
2023
Q3 | $147K | Buy |
52,618
+36,537
| +227% | +$102K | ﹤0.01% | 2500 |
|
|
2023
Q2 | $59.7K | Sell |
16,081
-1,134
| -7% | -$4.21K | ﹤0.01% | 2510 |
|
|
2023
Q1 | $49.2K | Sell |
17,215
-124
| -0.7% | -$355 | ﹤0.01% | 2494 |
|
|
2022
Q4 | $55.8K | Buy |
+17,339
| New | +$55.8K | ﹤0.01% | 2433 |
|