Aptus Capital Advisors’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-15,300
| Closed | -$277K | – | 441 |
|
2020
Q1 | $277K | Buy |
15,300
+1,080
| +8% | +$19.6K | 0.02% | 220 |
|
2019
Q4 | $396K | Buy |
14,220
+2,340
| +20% | +$65.2K | 0.03% | 239 |
|
2019
Q3 | $330K | Sell |
11,880
-3,060
| -20% | -$85K | 0.02% | 271 |
|
2019
Q2 | $407K | Buy |
14,940
+2,340
| +19% | +$63.7K | 0.06% | 256 |
|
2019
Q1 | $311K | Buy |
12,600
+5,400
| +75% | +$133K | 0.05% | 245 |
|
2018
Q4 | $172K | Buy |
+7,200
| New | +$172K | 0.05% | 158 |
|