Coe Capital Management’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-10,743
| Closed | -$162K | – | 248 |
|
|
2014
Q4 | $162K | Hold |
10,743
| – | – | 0.05% | 239 |
|
|
2014
Q3 | $146K | Hold |
10,743
| – | – | 0.05% | 196 |
|
|
2014
Q2 | $169K | Hold |
10,743
| – | – | 0.06% | 197 |
|
|
2014
Q1 | $167K | Hold |
10,743
| – | – | 0.05% | 227 |
|
|
2013
Q4 | $165K | Buy |
+10,743
| New | +$165K | 0.06% | 191 |
|
|
2013
Q3 | – | Sell |
-10,743
| Closed | -$158K | – | 173 |
|
|
2013
Q2 | $158K | Buy |
+10,743
| New | +$158K | 0.06% | 201 |
|