FSA
Financial Security Advisor’s Towne Bank TOWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
36,893
-376
| -1% | -$13K | 0.29% | 39 |
|
|
2025
Q1 | $1.28M | Sell |
37,269
-898
| -2% | -$30.9K | 0.33% | 35 |
|
|
2024
Q4 | $1.31M | Buy |
38,167
+1,097
| +3% | +$37.6K | 0.33% | 34 |
|
|
2024
Q3 | $1.23M | Buy |
37,070
+1,830
| +5% | +$61K | 0.31% | 38 |
|
|
2024
Q2 | $970K | Buy |
35,240
+139
| +0.4% | +$3.83K | 0.32% | 41 |
|
|
2024
Q1 | $994K | Sell |
35,101
-872
| -2% | -$24.7K | 0.35% | 41 |
|
|
2023
Q4 | $1.08M | Buy |
35,973
+11
| +0% | +$330 | 0.42% | 36 |
|
|
2023
Q3 | $834K | Buy |
+35,962
| New | +$834K | 0.38% | 39 |
|