Benchmark Capital Advisors’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-97,082
| Closed | -$2.33M | – | 132 |
|
|
2016
Q3 | $2.33M | Sell |
97,082
-3,200
| -3% | -$76.9K | 1.76% | 16 |
|
|
2016
Q2 | $2.17M | Sell |
100,282
-2,900
| -3% | -$62.8K | 1.77% | 17 |
|
|
2016
Q1 | $1.98M | Sell |
103,182
-6,000
| -5% | -$115K | 1.74% | 20 |
|
|
2015
Q4 | $2.28M | Sell |
109,182
-300
| -0.3% | -$6.26K | 1.93% | 16 |
|
|
2015
Q3 | $2.06M | Hold |
109,482
| – | – | 1.68% | 18 |
|
|
2015
Q2 | $1.78M | Buy |
109,482
+20,586
| +23% | +$335K | 1.25% | 29 |
|
|
2015
Q1 | $1.43M | Buy |
88,896
+13,238
| +17% | +$213K | 0.94% | 34 |
|
|
2014
Q4 | $1.14M | Buy |
+75,658
| New | +$1.14M | 0.77% | 44 |
|