Bailard’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
14,000
-6,400
| -31% | -$219K | 0.01% | 508 |
|
|
2025
Q1 | $697K | Buy |
+20,400
| New | +$697K | 0.02% | 379 |
|
|
2023
Q1 | – | Sell |
-9,743
| Closed | -$300K | – | 789 |
|
|
2022
Q4 | $300K | Sell |
9,743
-12,692
| -57% | -$391K | 0.01% | 510 |
|
|
2022
Q3 | $602K | Buy |
22,435
+1,300
| +6% | +$34.9K | 0.02% | 318 |
|
|
2022
Q2 | $574K | Buy |
+21,135
| New | +$574K | 0.02% | 349 |
|