Carroll Financial Associates’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $37K | Hold |
1,179
| – | – | ﹤0.01% | 811 |
|
|
2021
Q3 | $36K | Hold |
1,179
| – | – | ﹤0.01% | 834 |
|
|
2021
Q2 | $35K | Hold |
1,179
| – | – | ﹤0.01% | 918 |
|
|
2021
Q1 | $35K | Sell |
1,179
-280
| -19% | -$8.31K | ﹤0.01% | 854 |
|
|
2020
Q4 | $34K | Hold |
1,459
| – | – | ﹤0.01% | 790 |
|
|
2020
Q3 | $23K | Hold |
1,459
| – | – | ﹤0.01% | 830 |
|
|
2020
Q2 | $27K | Hold |
1,459
| – | – | ﹤0.01% | 795 |
|
|
2020
Q1 | $26K | Hold |
1,459
| – | – | ﹤0.01% | 732 |
|
|
2019
Q4 | $40K | Hold |
1,459
| – | – | ﹤0.01% | 708 |
|
|
2019
Q3 | $40K | Sell |
1,459
-1,237
| -46% | -$33.9K | ﹤0.01% | 669 |
|
|
2019
Q2 | $73K | Sell |
2,696
-385
| -12% | -$10.4K | 0.01% | 552 |
|
|
2019
Q1 | $76K | Hold |
3,081
| – | – | 0.01% | 492 |
|
|
2018
Q4 | $77K | Sell |
3,081
-3,081
| -50% | -$77K | 0.01% | 427 |
|
|
2018
Q3 | $190K | Hold |
6,162
| – | – | 0.02% | 285 |
|
|
2018
Q2 | $197K | Sell |
6,162
-1,400
| -19% | -$44.8K | 0.02% | 279 |
|
|
2018
Q1 | $216K | Buy |
+7,562
| New | +$216K | 0.02% | 268 |
|