GWM
Gitterman Wealth Management’s Latham Group SWIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Buy |
31,005
+992
| +3% | +$6.33K | 0.05% | 150 |
|
|
2025
Q1 | $193K | Buy |
30,013
+1,112
| +4% | +$7.15K | 0.05% | 125 |
|
|
2024
Q4 | $201K | Sell |
28,901
-4,601
| -14% | -$32K | 0.08% | 122 |
|
|
2024
Q3 | $228K | Buy |
33,502
+670
| +2% | +$4.56K | 0.1% | 101 |
|
|
2024
Q2 | $99.5K | Buy |
32,832
+292
| +0.9% | +$885 | 0.04% | 109 |
|
|
2024
Q1 | $129K | Buy |
32,540
+8,441
| +35% | +$33.4K | 0.05% | 99 |
|
|
2023
Q4 | $63.4K | Buy |
24,099
+10,875
| +82% | +$28.6K | 0.03% | 89 |
|
|
2023
Q3 | $37K | Buy |
+13,224
| New | +$37K | 0.02% | 82 |
|