EverSource Wealth Advisors’s Latham Group SWIM Stock Holding History

EverSource Wealth Advisors’s Portfolio SWIM Stock Details SWIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$836	Buy
2025 Q1	$45	Sell
2024 Q4	$84	Buy
2023 Q1	–	Sell
2022 Q4	$7.83K	Buy
2022 Q3	–	Sell
2022 Q2	$2K	Hold
2022 Q1	$3K	Buy