Global Retirement Partners’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2K | Buy |
+766
| New | +$26.2K | ﹤0.01% | 2141 |
|
|
2024
Q4 | $3.32K | Hold |
97
| – | – | ﹤0.01% | 2879 |
|
|
2024
Q3 | $3.19K | Buy |
97
+1
| +1% | +$33 | ﹤0.01% | 2755 |
|
|
2024
Q2 | $2.61K | Buy |
96
+1
| +1% | +$27 | ﹤0.01% | 2867 |
|
|
2024
Q1 | $2.66K | Hold |
95
| – | – | ﹤0.01% | 2637 |
|
|
2023
Q4 | $2.67K | Buy |
95
+2
| +2% | +$56 | ﹤0.01% | 2560 |
|
|
2023
Q3 | $2.08K | Buy |
93
+1
| +1% | +$22 | ﹤0.01% | 2528 |
|
|
2023
Q2 | $2.14K | Hold |
92
| – | – | ﹤0.01% | 2528 |
|
|
2023
Q1 | $2.05K | Buy |
92
+1
| +1% | +$22 | ﹤0.01% | 2500 |
|
|
2022
Q4 | $2.8K | Hold |
91
| – | – | ﹤0.01% | 2233 |
|
|
2022
Q3 | $3K | Buy |
91
+2
| +2% | +$66 | ﹤0.01% | 2157 |
|
|
2022
Q2 | $2K | Hold |
89
| – | – | ﹤0.01% | 2277 |
|
|
2022
Q1 | $3K | Buy |
+89
| New | +$3K | ﹤0.01% | 2104 |
|
|
2021
Q4 | – | Sell |
-88
| Closed | -$3K | – | 1661 |
|
|
2021
Q3 | $3K | Buy |
88
+1
| +1% | +$34 | ﹤0.01% | 1777 |
|
|
2021
Q2 | $3K | Buy |
87
+1
| +1% | +$34 | ﹤0.01% | 1691 |
|
|
2021
Q1 | $3K | Hold |
86
| – | – | ﹤0.01% | 1601 |
|
|
2020
Q4 | $2K | Buy |
86
+1
| +1% | +$23 | ﹤0.01% | 1627 |
|
|
2020
Q3 | $1K | Buy |
+85
| New | +$1K | ﹤0.01% | 1587 |
|