Lindbrook Capital’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-438
| Closed | -$1.63K | – | 2838 |
|
2023
Q2 | $1.63K | Buy |
+438
| New | +$1.63K | ﹤0.01% | 2230 |
|
2023
Q1 | – | Sell |
-677
| Closed | -$2.18K | – | 2926 |
|
2022
Q4 | $2.18K | Buy |
677
+331
| +96% | +$1.07K | ﹤0.01% | 2195 |
|
2022
Q3 | $1K | Buy |
+346
| New | +$1K | ﹤0.01% | 2496 |
|