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GRP
Global Retirement Partners’s
Latham Group
SWIM
Stock Holding History
Global Retirement Partners’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
2022
Q3
–
Sell
-265
Closed
-$2K
–
2963
2022
Q2
$2K
Hold
265
–
–
﹤0.01%
2275
2022
Q1
$2K
Buy
+265
New
+$4.41K
﹤0.01%
2250
2021
Q4
–
Sell
-265
Closed
-$4K
–
1612
2021
Q3
$4K
Buy
265
+26
+11%
+$606
﹤0.01%
1712
2021
Q2
$8K
Buy
+239
New
+$6.98K
﹤0.01%
1457
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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