CoreCap Advisors’s Latham Group SWIM Stock Holding History

CoreCap Advisors’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	$7.61K	Hold
2025 Q2	$6.38K	Hold
2025 Q1	$6.43K	Hold
2024 Q4	$6.96K	Hold
2024 Q3	$6.8K	Hold
2024 Q2	$3.03K	Hold
2024 Q1	$3.96K	Buy