Simplex Trading’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 | $0 | Buy |
+130
| New | – | ﹤0.01% | 3994 |
|
2025
Q1 | – | Sell |
-1,858
| Closed | -$12K | – | 3938 |
|
2024
Q4 | $12K | Sell |
1,858
-607
| -25% | -$3.92K | ﹤0.01% | 1818 |
|
2024
Q3 | $16K | Buy |
2,465
+1,553
| +170% | +$10.1K | ﹤0.01% | 1597 |
|
2024
Q2 | $2K | Sell |
912
-2,288
| -72% | -$5.02K | ﹤0.01% | 2142 |
|
2024
Q1 | $12K | Buy |
+3,200
| New | +$12K | ﹤0.01% | 1819 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 3973 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 3918 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 3957 |
|
2023
Q1 | – | Sell |
-63
| Closed | – | – | 4003 |
|
2022
Q4 | $0 | Sell |
63
-315
| -83% | – | ﹤0.01% | 4076 |
|
2022
Q3 | $1K | Sell |
378
-7,437
| -95% | -$19.7K | ﹤0.01% | 2517 |
|
2022
Q2 | $54K | Buy |
7,815
+7,261
| +1,311% | +$50.2K | ﹤0.01% | 1383 |
|
2022
Q1 | $7K | Buy |
554
+449
| +428% | +$5.67K | ﹤0.01% | 2392 |
|
2021
Q4 | $2K | Sell |
105
-404
| -79% | -$7.7K | ﹤0.01% | 2786 |
|
2021
Q3 | $16K | Hold |
509
| – | – | ﹤0.01% | 2326 |
|
2021
Q2 | $16K | Buy |
+509
| New | +$16K | ﹤0.01% | 2364 |
|