Commonwealth Equity Services
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Commonwealth Equity Services’s Latham Group SWIM Stock Holding History

Commonwealth Equity Services’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$925K Sell
2025
Q2 		$884K Sell
2025
Q1 		$918K Sell
2024
Q4 		$1.43M Buy
2024
Q1 		– Sell
2023
Q4 		$29K Hold
2023
Q3 		$31K Buy
2023
Q2 		$40K Buy
2023
Q1 		$30 Buy