Anchor Investment Management’s Towne Bank TOWN Stock Holding History

Anchor Investment Management’s Portfolio TOWN Stock Details TOWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-11,000	Closed	-$300K	–	1083
2024 Q2	$300K	Sell	11,000 -1,000	-8%	-$27.3K	0.03%	292
2024 Q1	$337K	Hold	12,000	–	–	0.04%	287
2023 Q4	$357K	Hold	12,000	–	–	0.04%	278
2023 Q3	$275K	Hold	12,000	–	–	0.04%	296
2023 Q2	$279K	Hold	12,000	–	–	0.04%	290
2023 Q1	$320K	Hold	12,000	–	–	0.04%	276
2022 Q4	$370K	Hold	12,000	–	–	0.05%	256
2022 Q3	$322K	Sell	12,000 -125	-1%	-$3.35K	0.05%	263
2022 Q2	$329K	Hold	12,125	–	–	0.05%	276
2022 Q1	$363K	Hold	12,125	–	–	0.05%	292
2021 Q4	$383K	Hold	12,125	–	–	0.05%	286
2021 Q3	$377K	Sell	12,125 -400	-3%	-$12.4K	0.05%	265
2021 Q2	$381K	Hold	12,525	–	–	0.05%	269
2021 Q1	$381K	Buy	12,525 +900	+8%	+$27.4K	0.06%	252
2020 Q4	$273K	Buy	11,625 +600	+5%	+$14.1K	0.05%	249
2020 Q3	$181K	Sell	11,025 -250	-2%	-$4.1K	0.04%	296
2020 Q2	$212K	Sell	11,275 -475	-4%	-$8.95K	0.05%	253
2020 Q1	$213K	Sell	11,750 -100	-0.8%	-$1.81K	0.05%	231
2019 Q4	$330K	Hold	11,850	–	–	0.07%	215
2019 Q3	$329K	Sell	11,850 -225	-2%	-$6.26K	0.08%	212
2019 Q2	$329K	Sell	12,075 -3,990	-25%	-$109K	0.08%	216
2019 Q1	$398K	Sell	16,065 -75	-0.5%	-$1.86K	0.1%	192
2018 Q4	$387K	Hold	16,140	–	–	0.11%	187
2018 Q3	$498K	Hold	16,140	–	–	0.11%	180
2018 Q2	$518K	Buy	16,140 +6,000	+59%	+$193K	0.13%	171
2018 Q1	$290K	Sell	10,140 -135	-1%	-$3.86K	0.08%	244
2017 Q4	$316K	Hold	10,275	–	–	0.08%	228
2017 Q3	$344K	Buy	10,275 +735	+8%	+$24.6K	0.1%	208
2017 Q2	$294K	Buy	9,540 +250	+3%	+$7.7K	0.1%	196
2017 Q1	$301K	Buy	9,290 +1,115	+14%	+$36.1K	0.1%	188
2016 Q4	$272K	Buy	8,175 +175	+2%	+$5.82K	0.1%	183
2016 Q3	$192K	Buy	8,000 +2,925	+58%	+$70.3K	0.07%	224
2016 Q2	$110K	Buy	5,075 +1,775	+54%	+$38.4K	0.04%	279
2016 Q1	$63.3K	Buy	+3,300	New	+$63.3K	0.03%	322