Nisa Investment Advisors
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Nisa Investment Advisors’s Latham Group SWIM Stock Holding History

Nisa Investment Advisors’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
2025
Q3 		$860 Hold
2025
Q2 		$721 Sell
2025
Q1 		$1.04K Buy
2024
Q4 		$870 Hold
2024
Q3 		$850 Buy
2024
Q2 		$342 Buy
2024
Q1 		$190 Buy
2023
Q4 		$103 Buy
2023
Q2 		– Sell
2023
Q1 		$0 Hold
2022
Q4 		$0 Buy