Raymond James & Associates’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $115K | Buy |
+16,985
| New | +$115K | ﹤0.01% | 3727 |
|
|
2023
Q4 | – | Sell |
-22,436
| Closed | -$62.8K | – | 3882 |
|
|
2023
Q3 | $62.8K | Sell |
22,436
-2,811
| -11% | -$7.87K | ﹤0.01% | 3626 |
|
|
2023
Q2 | $93.7K | Buy |
25,247
+799
| +3% | +$2.96K | ﹤0.01% | 3593 |
|
|
2023
Q1 | $69.9K | Sell |
24,448
-40,714
| -62% | -$116K | ﹤0.01% | 3654 |
|
|
2022
Q4 | $210K | Sell |
65,162
-1,781
| -3% | -$5.74K | ﹤0.01% | 3402 |
|
|
2022
Q3 | $240K | Buy |
+66,943
| New | +$240K | ﹤0.01% | 3299 |
|
|
2021
Q3 | – | Sell |
-6,735
| Closed | -$215K | – | 4042 |
|
|
2021
Q2 | $215K | Buy |
+6,735
| New | +$215K | ﹤0.01% | 3615 |
|