Empowered Funds’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 | $2.84M | Buy |
445,196
+39,989
| +10% | +$255K | 0.03% | 662 |
|
|
2025
Q1 | $2.61M | Buy |
405,207
+27,916
| +7% | +$180K | 0.04% | 618 |
|
|
2024
Q4 | $2.63M | Buy |
377,291
+18,364
| +5% | +$128K | 0.04% | 603 |
|
|
2024
Q3 | $2.44M | Buy |
358,927
+66,647
| +23% | +$453K | 0.04% | 600 |
|
|
2024
Q2 | $886K | Buy |
292,280
+21,060
| +8% | +$63.8K | 0.02% | 897 |
|
|
2024
Q1 | $1.07M | Buy |
271,220
+20,475
| +8% | +$81.1K | 0.02% | 841 |
|
|
2023
Q4 | $659K | Buy |
250,745
+81,102
| +48% | +$213K | 0.02% | 921 |
|
|
2023
Q3 | $475K | Buy |
+169,643
| New | +$475K | 0.01% | 936 |
|