Gitterman Wealth Management’s Latham Group SWIM Stock Holding History

Gitterman Wealth Management’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	$198K	Buy
2025 Q1	$193K	Buy
2024 Q4	$201K	Sell
2024 Q3	$228K	Buy
2024 Q2	$99.5K	Buy
2024 Q1	$129K	Buy
2023 Q4	$63.4K	Buy
2023 Q3	$37K	Buy