HWAM
Hennion & Walsh Asset Management’s Towne Bank TOWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,843
| Closed | -$226K | – | 873 |
|
|
2023
Q3 | $226K | Sell |
9,843
-1,025
| -9% | -$23.5K | 0.01% | 721 |
|
|
2023
Q2 | $253K | Sell |
10,868
-203
| -2% | -$4.73K | 0.02% | 705 |
|
|
2023
Q1 | $295K | Sell |
11,071
-225
| -2% | -$6K | 0.02% | 643 |
|
|
2022
Q4 | $348K | Sell |
11,296
-180
| -2% | -$5.55K | 0.02% | 585 |
|
|
2022
Q3 | $308K | Sell |
11,476
-358
| -3% | -$9.61K | 0.02% | 608 |
|
|
2022
Q2 | $321K | Buy |
11,834
+1,038
| +10% | +$28.2K | 0.02% | 612 |
|
|
2022
Q1 | $323K | Buy |
+10,796
| New | +$323K | 0.02% | 633 |
|