EverSource Wealth Advisors’s Latham Group SWIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836 | Buy |
131
+124
| +1,771% | +$791 | ﹤0.01% | 3767 |
|
|
2025
Q1 | $45 | Sell |
7
-5
| -42% | -$32 | ﹤0.01% | 3904 |
|
|
2024
Q4 | $84 | Buy |
+12
| New | +$84 | ﹤0.01% | 3577 |
|
|
2023
Q1 | – | Sell |
-2,432
| Closed | -$7.83K | – | 2528 |
|
|
2022
Q4 | $7.83K | Buy |
+2,432
| New | +$7.83K | ﹤0.01% | 1422 |
|
|
2022
Q3 | – | Sell |
-238
| Closed | -$2K | – | 2130 |
|
|
2022
Q2 | $2K | Hold |
238
| – | – | ﹤0.01% | 1570 |
|
|
2022
Q1 | $3K | Buy |
+238
| New | +$3K | ﹤0.01% | 1453 |
|