Janney Montgomery Scott’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-36,992
| Closed | -$104K | – | 2751 |
|
|
2023
Q3 | $104K | Buy |
+36,992
| New | +$104K | ﹤0.01% | 2473 |
|
|
2023
Q2 | – | Sell |
-84,701
| Closed | -$242K | – | 2734 |
|
|
2023
Q1 | $242K | Buy |
84,701
+4,907
| +6% | +$14K | ﹤0.01% | 2177 |
|
|
2022
Q4 | $257K | Sell |
79,794
-30,448
| -28% | -$98.1K | ﹤0.01% | 2226 |
|
|
2022
Q3 | $396K | Buy |
+110,242
| New | +$396K | ﹤0.01% | 1843 |
|