Ellevest Inc’s Latham Group SWIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-417	Closed	-$1.19K	–	1478
2023 Q1	$1.19K	Buy	417 +146	+54%	+$418	﹤0.01%	1548
2022 Q4	$873	Buy	271 +19	+8%	+$61	﹤0.01%	1547
2022 Q3	$1K	Buy	+252	New	+$1K	﹤0.01%	1524