Steward Partners Investment Advisory’s Latham Group SWIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-300
| Closed | -$1.11K | – | 3444 |
|
|
2023
Q2 | $1.11K | Sell |
300
-600
| -67% | -$2.23K | ﹤0.01% | 3118 |
|
|
2023
Q1 | $2.57K | Sell |
900
-175
| -16% | -$501 | ﹤0.01% | 2971 |
|
|
2022
Q4 | $3.46K | Sell |
1,075
-271
| -20% | -$873 | ﹤0.01% | 2891 |
|
|
2022
Q3 | $5K | Buy |
1,346
+250
| +23% | +$929 | ﹤0.01% | 2788 |
|
|
2022
Q2 | $8K | Sell |
1,096
-487
| -31% | -$3.56K | ﹤0.01% | 2611 |
|
|
2022
Q1 | $21K | Buy |
1,583
+1,233
| +352% | +$16.4K | ﹤0.01% | 2346 |
|
|
2021
Q4 | $9K | Buy |
+350
| New | +$9K | ﹤0.01% | 2657 |
|