SignatureFD’s Latham Group SWIM Stock Holding History

SignatureFD’s Portfolio SWIM Stock Details SWIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.15K	Hold
2025 Q2	$1.81K	Buy
2025 Q1	$746	Buy
2023 Q4	–	Sell
2023 Q3	$294	Sell
2023 Q2	$1.06K	Buy
2023 Q1	$229	Buy
2022 Q4	–	Sell
2022 Q3	$0	Buy