Global Retirement Partners’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-265
| Closed | -$2K | – | 2960 |
|
|
2022
Q2 | $2K | Hold |
265
| – | – | ﹤0.01% | 2272 |
|
|
2022
Q1 | $2K | Buy |
+265
| New | +$2K | ﹤0.01% | 2247 |
|
|
2021
Q4 | – | Sell |
-265
| Closed | -$4K | – | 1611 |
|
|
2021
Q3 | $4K | Buy |
265
+26
| +11% | +$392 | ﹤0.01% | 1711 |
|
|
2021
Q2 | $8K | Buy |
+239
| New | +$8K | ﹤0.01% | 1455 |
|