DPW
DiNuzzo Private Wealth’s Towne Bank TOWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411 | Buy |
12
+2
| +20% | +$69 | ﹤0.01% | 1119 |
|
|
2025
Q1 | $342 | Hold |
10
| – | – | ﹤0.01% | 1158 |
|
|
2024
Q4 | $341 | Hold |
10
| – | – | ﹤0.01% | 1186 |
|
|
2024
Q3 | $331 | Buy |
10
+1
| +11% | +$33 | ﹤0.01% | 1217 |
|
|
2024
Q2 | $246 | Buy |
9
+1
| +13% | +$27 | ﹤0.01% | 1232 |
|
|
2024
Q1 | $225 | Buy |
8
+1
| +14% | +$28 | ﹤0.01% | 1181 |
|
|
2023
Q4 | $209 | Buy |
+7
| New | +$209 | ﹤0.01% | 1218 |
|