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Keel Point’s Latham Group SWIM Stock Holding History

Keel Point’s Portfolio SWIM Stock Details SWIM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-133,801
Closed -$910K – 464
2024
Q3 		$910K Sell
133,801
-67,463
-34% -$459K 0.08% 158
2024
Q2 		$1.11M Buy
+201,264
New +$1.11M 0.1% 139