Bell Investment Advisors’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-21
| Closed | -$489 | – | 1993 |
|
|
2023
Q2 | $489 | Buy |
21
+3
| +17% | +$70 | ﹤0.01% | 1866 |
|
|
2023
Q1 | $480 | Sell |
18
-51
| -74% | -$1.36K | ﹤0.01% | 1848 |
|
|
2022
Q4 | $2.13K | Buy |
69
+22
| +47% | +$678 | ﹤0.01% | 1256 |
|
|
2022
Q3 | $1K | Buy |
47
+18
| +62% | +$383 | ﹤0.01% | 1598 |
|
|
2022
Q2 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1626 |
|
|
2021
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 1627 |
|
|
2021
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1586 |
|