Dakota Wealth Management’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,370
| Closed | -$398K | – | 780 |
|
|
2023
Q4 | $398K | Sell |
13,370
-3,324
| -20% | -$98.9K | 0.02% | 457 |
|
|
2023
Q3 | $383K | Hold |
16,694
| – | – | 0.02% | 458 |
|
|
2023
Q2 | $388K | Hold |
16,694
| – | – | 0.02% | 428 |
|
|
2023
Q1 | $445K | Hold |
16,694
| – | – | 0.03% | 385 |
|
|
2022
Q4 | $515K | Sell |
16,694
-3,287
| -16% | -$101K | 0.04% | 346 |
|
|
2022
Q3 | $536K | Buy |
19,981
+37
| +0.2% | +$993 | 0.04% | 322 |
|
|
2022
Q2 | $541K | Hold |
19,944
| – | – | 0.05% | 265 |
|
|
2022
Q1 | $597K | Buy |
+19,944
| New | +$597K | 0.05% | 257 |
|