Covestor’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 | $7K | Buy |
1,073
+1,058
| +7,053% | +$6.9K | ﹤0.01% | 1719 |
|
|
2025
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 2713 |
|
|
2024
Q4 | $0 | Sell |
15
-16
| -52% | – | ﹤0.01% | 2726 |
|
|
2024
Q3 | $0 | Sell |
31
-1
| -3% | – | ﹤0.01% | 2747 |
|
|
2024
Q2 | $0 | Sell |
32
-1
| -3% | – | ﹤0.01% | 2741 |
|
|
2024
Q1 | $0 | Sell |
33
-2
| -6% | – | ﹤0.01% | 2732 |
|
|
2023
Q4 | $0 | Sell |
35
-3
| -8% | – | ﹤0.01% | 2720 |
|
|
2023
Q3 | $0 | Sell |
38
-5
| -12% | – | ﹤0.01% | 2717 |
|
|
2023
Q2 | $0 | Buy |
43
+24
| +126% | – | ﹤0.01% | 2650 |
|
|
2023
Q1 | $0 | Hold |
19
| – | – | ﹤0.01% | 2586 |
|
|
2022
Q4 | $0 | Sell |
19
-1
| -5% | – | ﹤0.01% | 2607 |
|
|
2022
Q3 | $0 | Sell |
20
-3
| -13% | – | ﹤0.01% | 2583 |
|
|
2022
Q2 | $0 | Sell |
23
-6
| -21% | – | ﹤0.01% | 2357 |
|
|
2022
Q1 | $0 | Sell |
29
-1
| -3% | – | ﹤0.01% | 2479 |
|
|
2021
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1944 |
|