ACG Wealth’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,068
| Closed | -$192K | – | 941 |
|
|
2022
Q2 | $192K | Buy |
7,068
+48
| +0.7% | +$1.3K | 0.04% | 250 |
|
|
2022
Q1 | $210K | Buy |
7,020
+42
| +0.6% | +$1.26K | 0.04% | 257 |
|
|
2021
Q4 | $220K | Buy |
6,978
+43
| +0.6% | +$1.36K | 0.03% | 298 |
|
|
2021
Q3 | $216K | Buy |
6,935
+46
| +0.7% | +$1.43K | 0.03% | 285 |
|
|
2021
Q2 | $210K | Buy |
6,889
+40
| +0.6% | +$1.22K | 0.03% | 296 |
|
|
2021
Q1 | $208K | Buy |
+6,849
| New | +$208K | 0.03% | 297 |
|
|
2018
Q3 | – | Sell |
-6,327
| Closed | -$203K | – | 324 |
|
|
2018
Q2 | $203K | Buy |
+6,327
| New | +$203K | 0.03% | 278 |
|