Y-Intercept (HK)’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 | $308K | Buy |
48,345
+23,452
| +94% | +$150K | 0.01% | 1352 |
|
2025
Q1 | $160K | Buy |
24,893
+7,888
| +46% | +$50.7K | 0.01% | 1082 |
|
2024
Q4 | $118K | Buy |
+17,005
| New | +$118K | 0.01% | 1093 |
|
2023
Q3 | – | Sell |
-27,847
| Closed | -$103K | – | 1573 |
|
2023
Q2 | $103K | Buy |
+27,847
| New | +$103K | 0.01% | 1090 |
|
2022
Q3 | – | Sell |
-10,358
| Closed | -$72K | – | 1258 |
|
2022
Q2 | $72K | Buy |
+10,358
| New | +$72K | 0.01% | 735 |
|