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Money Concepts Capital’s Latham Group SWIM Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-115
Closed -$370 – 2608
2022
Q4 		$370 Buy
+115
New +$415 ﹤0.01% 3046

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Money Concepts Capital's SWIM Position: Q1 2023 in Review

Money Concepts Capital sold out of Latham Group (SWIM) in Q1 2023, closing a stake of 115 shares — an estimated $370 sold.

Money Concepts Capital first reported a position in SWIM in Q4 2022 and held it in 1 quarter. The position peaked at $370 in Q4 2022. 113 funds tracked by Wall St. Rank hold SWIM as of Q1 2023.

  • Money Concepts Capital reported no remaining Latham Group position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 115 Latham Group shares in Q1 2023, an estimated $370.
  • Money Concepts Capital first reported a position in Latham Group in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Latham Group position peaked at $370 in Q4 2022.
  • 113 funds tracked by Wall St. Rank held Latham Group as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.