MPWM Advisory Solutions’s Latham Group SWIM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$702 Hold
110
﹤0.01% 494
2025
Q1
$707 Hold
110
﹤0.01% 573
2024
Q4
$766 Buy
+110
New +$766 ﹤0.01% 583