Rothschild Investment LLC’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	$1.31K	Buy	205 +50	+32%	+$319	﹤0.01%	2318
2025 Q1	$997	Buy	155 +10	+7%	+$64	﹤0.01%	2344
2024 Q4	$1.01K	Buy	145 +30	+26%	+$209	﹤0.01%	2216
2024 Q3	$782	Buy	115 +30	+35%	+$204	﹤0.01%	2322
2024 Q2	$258	Buy	+85	New	+$258	﹤0.01%	2377