JP Morgan Private Wealth Advisors’s Latham Group SWIM Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$80.4K	Sell
2023 Q2	$113K	Sell
2023 Q1	$127K	Buy
2022 Q4	$124K	Sell
2022 Q3	$161K	Sell
2022 Q2	$372K	Buy
2022 Q1	$392K	Buy