RWM
Ritholtz Wealth Management’s Latham Group SWIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.2K | Sell |
12,735
-2,629
| -17% | -$16.8K | ﹤0.01% | 965 |
|
|
2025
Q1 | $98.8K | Sell |
15,364
-3,981
| -21% | -$25.6K | ﹤0.01% | 902 |
|
|
2024
Q4 | $135K | Sell |
19,345
-703
| -4% | -$4.89K | ﹤0.01% | 830 |
|
|
2024
Q3 | $136K | Buy |
20,048
+1,922
| +11% | +$13.1K | ﹤0.01% | 843 |
|
|
2024
Q2 | $54.9K | Buy |
+18,126
| New | +$54.9K | ﹤0.01% | 813 |
|