Hendershot Investments’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 | – | Sell |
-10,644
| Closed | -$317K | – | 133 |
|
|
2023
Q4 | $317K | Sell |
10,644
-4,556
| -30% | -$136K | 0.05% | 100 |
|
|
2023
Q3 | $349K | Sell |
15,200
-1,167
| -7% | -$26.8K | 0.06% | 96 |
|
|
2023
Q2 | $380K | Sell |
16,367
-1,000
| -6% | -$23.2K | 0.06% | 95 |
|
|
2023
Q1 | $463K | Sell |
17,367
-4,865
| -22% | -$130K | 0.08% | 88 |
|
|
2022
Q4 | $686K | Sell |
22,232
-75
| -0.3% | -$2.31K | 0.12% | 81 |
|
|
2022
Q3 | $598K | Hold |
22,307
| – | – | 0.11% | 84 |
|
|
2022
Q2 | $606K | Sell |
22,307
-200
| -0.9% | -$5.43K | 0.11% | 87 |
|
|
2022
Q1 | $674K | Sell |
22,507
-307
| -1% | -$9.19K | 0.1% | 91 |
|
|
2021
Q4 | $721K | Buy |
+22,814
| New | +$721K | 0.11% | 88 |
|