Institutional & Family Asset Management’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-249
| Closed | -$655 | – | 772 |
|
|
2023
Q4 | $655 | Buy |
249
+5
| +2% | +$13 | ﹤0.01% | 648 |
|
|
2023
Q3 | $683 | Hold |
244
| – | – | ﹤0.01% | 644 |
|
|
2023
Q2 | $905 | Hold |
244
| – | – | ﹤0.01% | 636 |
|
|
2023
Q1 | $698 | Hold |
244
| – | – | ﹤0.01% | 650 |
|
|
2022
Q4 | $786 | Sell |
244
-7
| -3% | -$23 | ﹤0.01% | 622 |
|
|
2022
Q3 | $1K | Hold |
251
| – | – | ﹤0.01% | 676 |
|
|
2022
Q2 | $2K | Buy |
251
+106
| +73% | +$845 | ﹤0.01% | 614 |
|
|
2022
Q1 | $2K | Buy |
+145
| New | +$2K | ﹤0.01% | 659 |
|