CIBC Private Wealth Group’s Towne Bank TOWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7K | Buy |
899
+4
| +0.4% | +$137 | ﹤0.01% | 1857 |
|
|
2025
Q1 | $27.2K | Buy |
895
+55
| +7% | +$1.67K | ﹤0.01% | 1882 |
|
|
2024
Q4 | $27.9K | Sell |
840
-3,774
| -82% | -$125K | ﹤0.01% | 1930 |
|
|
2024
Q3 | $153K | Hold |
4,614
| – | – | ﹤0.01% | 1313 |
|
|
2024
Q2 | $124K | Hold |
4,614
| – | – | ﹤0.01% | 1316 |
|
|
2024
Q1 | $127K | Buy |
+4,614
| New | +$127K | ﹤0.01% | 1299 |
|
|
2018
Q3 | – | Sell |
-1,606
| Closed | -$52K | – | 1658 |
|
|
2018
Q2 | $52K | Buy |
1,606
+1
| +0.1% | +$32 | ﹤0.01% | 1158 |
|
|
2018
Q1 | $46K | Buy |
1,605
+1
| +0.1% | +$29 | ﹤0.01% | 1181 |
|
|
2017
Q4 | $49K | Buy |
+1,604
| New | +$49K | ﹤0.01% | 1195 |
|