SWS
SYSTM Wealth Solutions’s Latham Group SWIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,854
| Closed | -$10.1K | – | 1058 |
|
|
2023
Q4 | $10.1K | Buy |
+3,854
| New | +$10.1K | ﹤0.01% | 827 |
|
|
2023
Q2 | – | Sell |
-16,309
| Closed | -$46.6K | – | 520 |
|
|
2023
Q1 | $46.6K | Sell |
16,309
-215
| -1% | -$615 | 0.01% | 464 |
|
|
2022
Q4 | $53.2K | Buy |
+16,524
| New | +$53.2K | 0.01% | 521 |
|