ELCO Management’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 | $589K | Sell |
92,336
-21,552
| -19% | -$138K | 0.31% | 70 |
|
|
2025
Q1 | $732K | Sell |
113,888
-13,647
| -11% | -$87.8K | 0.4% | 52 |
|
|
2024
Q4 | $888K | Sell |
127,535
-8,658
| -6% | -$60.3K | 0.47% | 50 |
|
|
2024
Q3 | $926K | Buy |
136,193
+38,431
| +39% | +$261K | 0.5% | 47 |
|
|
2024
Q2 | $296K | Buy |
97,762
+7,762
| +9% | +$23.5K | 0.17% | 118 |
|
|
2024
Q1 | $356K | Buy |
+90,000
| New | +$356K | 0.22% | 102 |
|
|
2023
Q4 | – | Sell |
-42,296
| Closed | -$118K | – | 147 |
|
|
2023
Q3 | $118K | Buy |
+42,296
| New | +$118K | 0.09% | 127 |
|
|
2022
Q3 | – | Sell |
-17,511
| Closed | -$122K | – | 149 |
|
|
2022
Q2 | $122K | Hold |
17,511
| – | – | 0.1% | 128 |
|
|
2022
Q1 | $232K | Buy |
+17,511
| New | +$232K | 0.16% | 129 |
|