Institutional & Family Asset Management’s Latham Group SWIM Stock Holding History

Institutional & Family Asset 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
2024 Q1	–	Sell
2023 Q4	$655	Buy
2023 Q3	$683	Hold
2023 Q2	$905	Hold
2023 Q1	$698	Hold
2022 Q4	$786	Sell
2022 Q3	$1K	Hold
2022 Q2	$2K	Buy
2022 Q1	$2K	Buy