Commonwealth Equity Services’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Sell |
138,516
-4,200
| -3% | -$26.8K | ﹤0.01% | 2678 |
|
|
2025
Q1 | $918K | Sell |
142,716
-62,879
| -31% | -$404K | ﹤0.01% | 2526 |
|
|
2024
Q4 | $1.43M | Buy |
+205,595
| New | +$1.43M | ﹤0.01% | 2126 |
|
|
2024
Q1 | – | Sell |
-10,982
| Closed | -$29K | – | 4095 |
|
|
2023
Q4 | $29K | Hold |
10,982
| – | – | ﹤0.01% | 3798 |
|
|
2023
Q3 | $31K | Buy |
10,982
+99
| +0.9% | +$279 | ﹤0.01% | 3701 |
|
|
2023
Q2 | $40K | Buy |
10,883
+203
| +2% | +$746 | ﹤0.01% | 3690 |
|
|
2023
Q1 | $30 | Buy |
+10,680
| New | +$30 | ﹤0.01% | 3629 |
|