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Principal Securities’s Latham Group SWIM Stock Holding History

Principal Securities’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-124
Closed -$326 – 3392
2023
Q4 		$326 Buy
+124
New +$326 ﹤0.01% 3105