AIA

Arbor Investment Advisors’s Towne Bank TOWN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-17,462	Closed	-$577K	–	122
2024 Q3	$577K	Buy	+17,462	New	+$577K	0.08%	58
2024 Q2	–	Sell	-17,462	Closed	-$490K	–	112
2024 Q1	$490K	Hold	17,462	–	–	0.07%	61
2023 Q4	$520K	Sell	17,462 -17	-0.1%	-$506	0.08%	56
2023 Q3	$401K	Hold	17,479	–	–	0.07%	61
2023 Q2	$406K	Hold	17,479	–	–	0.07%	61
2023 Q1	$466K	Hold	17,479	–	–	0.09%	57
2022 Q4	$539K	Buy	+17,479	New	+$539K	0.11%	55
2022 Q3	–	Sell	-17,558	Closed	-$477K	–	104
2022 Q2	$477K	Hold	17,558	–	–	0.1%	54
2022 Q1	$526K	Hold	17,558	–	–	0.1%	57
2021 Q4	$555K	Sell	17,558 -175	-1%	-$5.53K	0.1%	57
2021 Q3	$552K	Hold	17,733	–	–	0.11%	52
2021 Q2	$539K	Hold	17,733	–	–	0.11%	56
2021 Q1	$539K	Hold	17,733	–	–	0.12%	52
2020 Q4	$416K	Sell	17,733 -88	-0.5%	-$2.06K	0.1%	59
2020 Q3	$292K	Hold	17,821	–	–	0.08%	67
2020 Q2	$336K	Hold	17,821	–	–	0.09%	59
2020 Q1	$322K	Hold	17,821	–	–	0.11%	59
2019 Q4	$496K	Sell	17,821 -1,135	-6%	-$31.6K	0.14%	47
2019 Q3	$527K	Hold	18,956	–	–	0.16%	46
2019 Q2	$517K	Hold	18,956	–	–	0.16%	39
2019 Q1	$469K	Hold	18,956	–	–	0.15%	37
2018 Q4	$454K	Sell	18,956 -1,814	-9%	-$43.4K	0.17%	32
2018 Q3	$641K	Hold	20,770	–	–	0.24%	26
2018 Q2	$667K	Hold	20,770	–	–	0.26%	23
2018 Q1	$594K	Buy	+20,770	New	+$594K	0.25%	22