BSW
Buckingham Strategic Wealth’s Towne Bank TOWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.99M | Sell |
109,669
-12,616
| -10% | -$344K | 0.03% | 191 |
|
|
2024
Q1 | $3.43M | Sell |
122,285
-3,215
| -3% | -$90.2K | 0.04% | 180 |
|
|
2023
Q4 | $3.73M | Buy |
125,500
+935
| +0.8% | +$27.8K | 0.04% | 163 |
|
|
2023
Q3 | $2.86M | Buy |
124,565
+722
| +0.6% | +$16.6K | 0.04% | 180 |
|
|
2023
Q2 | $2.88M | Buy |
123,843
+1,731
| +1% | +$40.2K | 0.04% | 185 |
|
|
2023
Q1 | $3.77M | Hold |
122,112
| – | – | 0.07% | 132 |
|
|
2022
Q4 | $3.77M | Sell |
122,112
-738
| -0.6% | -$22.8K | 0.07% | 132 |
|
|
2022
Q3 | $3.3M | Hold |
122,850
| – | – | 0.07% | 130 |
|
|
2022
Q2 | $3.34M | Hold |
122,850
| – | – | 0.07% | 133 |
|
|
2022
Q1 | $3.68M | Buy |
122,850
+7,280
| +6% | +$218K | 0.07% | 127 |
|
|
2021
Q4 | $3.65M | Hold |
115,570
| – | – | 0.07% | 126 |
|
|
2021
Q3 | $3.6M | Hold |
115,570
| – | – | 0.07% | 127 |
|
|
2021
Q2 | $3.52M | Sell |
115,570
-3,467
| -3% | -$105K | 0.08% | 123 |
|
|
2021
Q1 | $3.62M | Buy |
119,037
+450
| +0.4% | +$13.7K | 0.18% | 105 |
|
|
2020
Q4 | $2.78M | Sell |
118,587
-6,993
| -6% | -$164K | 0.15% | 123 |
|
|
2020
Q3 | $2.06M | Buy |
125,580
+33,232
| +36% | +$545K | 0.16% | 107 |
|
|
2020
Q2 | $1.74M | Sell |
92,348
-31,453
| -25% | -$593K | 0.17% | 102 |
|
|
2020
Q1 | $2.24M | Sell |
123,801
-19
| -0% | -$344 | 0.22% | 89 |
|
|
2019
Q4 | $3.45M | Buy |
123,820
+2,905
| +2% | +$80.8K | 0.33% | 68 |
|
|
2019
Q3 | $3.36M | Sell |
120,915
-4,534
| -4% | -$126K | 0.36% | 61 |
|
|
2019
Q2 | $3.42M | Sell |
125,449
-318
| -0.3% | -$8.67K | 0.37% | 61 |
|
|
2019
Q1 | $3.11M | Hold |
125,767
| – | – | 0.39% | 61 |
|
|
2018
Q4 | $3.01M | Sell |
125,767
-39
| -0% | -$934 | 0.46% | 48 |
|
|
2018
Q3 | $3.88M | Sell |
125,806
-838
| -0.7% | -$25.9K | 0.6% | 36 |
|
|
2018
Q2 | $4.07M | Buy |
126,644
+29,248
| +30% | +$939K | 0.66% | 34 |
|
|
2018
Q1 | $2.79M | Buy |
+97,396
| New | +$2.79M | 0.54% | 42 |
|