BWM
BCS Wealth Management’s Towne Bank TOWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
10,620
-574
| -5% | -$19.6K | 0.08% | 187 |
|
|
2025
Q1 | $383K | Hold |
11,194
| – | – | 0.1% | 170 |
|
|
2024
Q4 | $381K | Hold |
11,194
| – | – | 0.09% | 179 |
|
|
2024
Q3 | $370K | Sell |
11,194
-2,995
| -21% | -$99K | 0.16% | 119 |
|
|
2024
Q2 | $387K | Sell |
14,189
-114
| -0.8% | -$3.11K | 0.19% | 108 |
|
|
2024
Q1 | $401K | Sell |
14,303
-222
| -2% | -$6.22K | 0.13% | 159 |
|
|
2023
Q4 | $432K | Hold |
14,525
| – | – | 0.16% | 130 |
|
|
2023
Q3 | $333K | Sell |
14,525
-642
| -4% | -$14.7K | 0.14% | 141 |
|
|
2023
Q2 | $352K | Buy |
+15,167
| New | +$352K | 0.26% | 74 |
|
|
2023
Q1 | – | Sell |
-16,419
| Closed | -$506K | – | 197 |
|
|
2022
Q4 | $506K | Hold |
16,419
| – | – | 0.21% | 105 |
|
|
2022
Q3 | $441K | Sell |
16,419
-3,200
| -16% | -$85.9K | 0.21% | 107 |
|
|
2022
Q2 | $533K | Hold |
19,619
| – | – | 0.24% | 91 |
|
|
2022
Q1 | $587K | Hold |
19,619
| – | – | 0.24% | 95 |
|
|
2021
Q4 | $620K | Hold |
19,619
| – | – | 0.22% | 92 |
|
|
2021
Q3 | $610K | Hold |
19,619
| – | – | 0.26% | 85 |
|
|
2021
Q2 | $597K | Hold |
19,619
| – | – | 0.32% | 68 |
|
|
2021
Q1 | $596K | Hold |
19,619
| – | – | 0.28% | 72 |
|
|
2020
Q4 | $461K | Buy |
+19,619
| New | +$461K | 0.24% | 78 |
|