Assured Investment Management’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,394
| Closed | -$109K | – | 774 |
|
|
2019
Q1 | $109K | Sell |
4,394
-10,830
| -71% | -$269K | ﹤0.01% | 871 |
|
|
2018
Q4 | $365K | Sell |
15,224
-17,240
| -53% | -$413K | 0.01% | 737 |
|
|
2018
Q3 | $1M | Buy |
32,464
+6,199
| +24% | +$191K | 0.02% | 538 |
|
|
2018
Q2 | $843K | Buy |
26,265
+3,960
| +18% | +$127K | 0.02% | 600 |
|
|
2018
Q1 | $638K | Buy |
+22,305
| New | +$638K | 0.01% | 667 |
|