Financial Advisory Group’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 | $208K | Hold |
7,397
| – | – | 0.04% | 89 |
|
|
2023
Q4 | $220K | Buy |
+7,397
| New | +$220K | 0.04% | 78 |
|
|
2022
Q3 | – | Sell |
-7,397
| Closed | -$201K | – | 94 |
|
|
2022
Q2 | $201K | Hold |
7,397
| – | – | 0.04% | 86 |
|
|
2022
Q1 | $221K | Hold |
7,397
| – | – | 0.04% | 92 |
|
|
2021
Q4 | $234K | Hold |
7,397
| – | – | 0.05% | 85 |
|
|
2021
Q3 | $230K | Hold |
7,397
| – | – | 0.05% | 81 |
|
|
2021
Q2 | $225K | Hold |
7,397
| – | – | 0.05% | 83 |
|
|
2021
Q1 | $225K | Buy |
+7,397
| New | +$225K | 0.06% | 77 |
|