SignatureFD’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 | $1.81K | Buy |
283
+167
| +144% | +$1.07K | ﹤0.01% | 2880 |
|
|
2025
Q1 | $746 | Buy |
+116
| New | +$746 | ﹤0.01% | 3097 |
|
|
2023
Q4 | – | Sell |
-105
| Closed | -$294 | – | 3263 |
|
|
2023
Q3 | $294 | Sell |
105
-182
| -63% | -$510 | ﹤0.01% | 3058 |
|
|
2023
Q2 | $1.07K | Buy |
287
+207
| +259% | +$768 | ﹤0.01% | 2952 |
|
|
2023
Q1 | $229 | Buy |
+80
| New | +$229 | ﹤0.01% | 3179 |
|
|
2022
Q4 | – | Sell |
-72
| Closed | – | – | 3400 |
|
|
2022
Q3 | $0 | Buy |
+72
| New | – | ﹤0.01% | 3338 |
|