J.P. Morgan Private Wealth Advisors’s Latham Group SWIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $80.4K | Sell |
28,726
-1,659
| -5% | -$4.65K | ﹤0.01% | 1695 |
|
|
2023
Q2 | $113K | Sell |
30,385
-13,924
| -31% | -$51.7K | ﹤0.01% | 1435 |
|
|
2023
Q1 | $127K | Buy |
44,309
+5,919
| +15% | +$16.9K | ﹤0.01% | 1886 |
|
|
2022
Q4 | $124K | Sell |
38,390
-6,394
| -14% | -$20.6K | ﹤0.01% | 1875 |
|
|
2022
Q3 | $161K | Sell |
44,784
-8,955
| -17% | -$32.2K | ﹤0.01% | 1840 |
|
|
2022
Q2 | $372K | Buy |
53,739
+24,145
| +82% | +$167K | ﹤0.01% | 1562 |
|
|
2022
Q1 | $392K | Buy |
+29,594
| New | +$392K | ﹤0.01% | 1639 |
|