TWA
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TCI Wealth Advisors’s Latham Group SWIM Stock Holding History

TCI Wealth Advisors’s Portfolio SWIM Stock Details SWIM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-473
Closed -$3K – 2573
2022
Q2 		$3K Buy
473
+223
+89% +$1.41K ﹤0.01% 1901
2022
Q1 		$3K Buy
+250
New +$3K ﹤0.01% 1920