EMFAT
Emerald Mutual Fund Advisers Trust’s Latham Group SWIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Buy |
642,554
+448,972
| +232% | +$2.86M | 0.25% | 107 |
|
|
2025
Q1 | $1.24M | Sell |
193,582
-2,966
| -2% | -$19.1K | 0.09% | 125 |
|
|
2024
Q4 | $1.37M | Buy |
+196,548
| New | +$1.37M | 0.08% | 127 |
|
|
2024
Q3 | – | Sell |
-18,943
| Closed | -$57.4K | – | 239 |
|
|
2024
Q2 | $57.4K | Sell |
18,943
-11,403
| -38% | -$34.6K | ﹤0.01% | 221 |
|
|
2024
Q1 | $120K | Buy |
30,346
+11,260
| +59% | +$44.6K | 0.01% | 216 |
|
|
2023
Q4 | $50.2K | Buy |
+19,086
| New | +$50.2K | ﹤0.01% | 240 |
|
|
2022
Q1 | – | Sell |
-347,153
| Closed | -$8.69M | – | 230 |
|
|
2021
Q4 | $8.69M | Buy |
347,153
+97,201
| +39% | +$2.43M | 0.31% | 100 |
|
|
2021
Q3 | $4.1M | Sell |
249,952
-295,189
| -54% | -$4.84M | 0.14% | 132 |
|
|
2021
Q2 | $17.4M | Buy |
+545,141
| New | +$17.4M | 0.57% | 73 |
|