Cetera Investment Advisers’s Latham Group SWIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,261
| Closed | -$91.7K | – | 4154 |
|
|
2025
Q1 | $91.7K | Sell |
14,261
-2,162
| -13% | -$13.9K | ﹤0.01% | 3789 |
|
|
2024
Q4 | $114K | Sell |
16,423
-1,238
| -7% | -$8.62K | ﹤0.01% | 3550 |
|
|
2024
Q3 | $120K | Sell |
17,661
-2,469
| -12% | -$16.8K | ﹤0.01% | 3502 |
|
|
2024
Q2 | $61K | Sell |
20,130
-10,486
| -34% | -$31.8K | ﹤0.01% | 3577 |
|
|
2024
Q1 | $121K | Buy |
+30,616
| New | +$121K | ﹤0.01% | 3459 |
|