Nisa Investment Advisors’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721 | Sell |
113
-49
| -30% | -$313 | ﹤0.01% | 2802 |
|
|
2025
Q1 | $1.04K | Buy |
162
+37
| +30% | +$238 | ﹤0.01% | 2628 |
|
|
2024
Q4 | $870 | Hold |
125
| – | – | ﹤0.01% | 2708 |
|
|
2024
Q3 | $850 | Buy |
125
+12
| +11% | +$82 | ﹤0.01% | 2614 |
|
|
2024
Q2 | $342 | Buy |
113
+65
| +135% | +$197 | ﹤0.01% | 2752 |
|
|
2024
Q1 | $190 | Buy |
48
+9
| +23% | +$36 | ﹤0.01% | 2652 |
|
|
2023
Q4 | $103 | Buy |
+39
| New | +$103 | ﹤0.01% | 2611 |
|
|
2023
Q2 | – | Sell |
-64
| Closed | – | – | 2866 |
|
|
2023
Q1 | $0 | Hold |
64
| – | – | ﹤0.01% | 2697 |
|
|
2022
Q4 | $0 | Buy |
+64
| New | – | ﹤0.01% | 2717 |
|