Disciplined Investments’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11
| Closed | -$256 | – | 1412 |
|
|
2023
Q2 | $256 | Hold |
11
| – | – | ﹤0.01% | 1440 |
|
|
2023
Q1 | $293 | Sell |
11
-2
| -15% | -$53 | ﹤0.01% | 1405 |
|
|
2022
Q4 | $401 | Buy |
13
+1
| +8% | +$31 | ﹤0.01% | 1261 |
|
|
2022
Q3 | $0 | Buy |
12
+2
| +20% | – | ﹤0.01% | 1618 |
|
|
2022
Q2 | $0 | Buy |
10
+2
| +25% | – | ﹤0.01% | 1625 |
|
|
2022
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1619 |
|