Laurel Wealth Advisors (California)’s Latham Group SWIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-25,137
Closed -$333K 745
2022
Q1
$333K Hold
25,137
0.03% 550
2021
Q4
$629K Buy
+25,137
New +$629K 0.05% 376