Heritage Wealth Advisors’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 | $3.97K | Hold |
116
| – | – | ﹤0.01% | 475 |
|
|
2025
Q1 | $3.97K | Hold |
116
| – | – | ﹤0.01% | 471 |
|
|
2024
Q4 | $3.95K | Hold |
116
| – | – | ﹤0.01% | 518 |
|
|
2024
Q3 | $3.84K | Hold |
116
| – | – | ﹤0.01% | 508 |
|
|
2024
Q2 | $3.16K | Sell |
116
-250
| -68% | -$6.82K | ﹤0.01% | 468 |
|
|
2024
Q1 | $10.3K | Buy |
366
+250
| +216% | +$7.02K | ﹤0.01% | 438 |
|
|
2023
Q4 | $3.45K | Hold |
116
| – | – | ﹤0.01% | 493 |
|
|
2023
Q3 | $2.66K | Hold |
116
| – | – | ﹤0.01% | 456 |
|
|
2023
Q2 | $2.7K | Hold |
116
| – | – | ﹤0.01% | 492 |
|
|
2023
Q1 | $3.09K | Hold |
116
| – | – | ﹤0.01% | 497 |
|
|
2022
Q4 | $3.58K | Hold |
116
| – | – | ﹤0.01% | 488 |
|
|
2022
Q3 | $3.11K | Hold |
116
| – | – | ﹤0.01% | 469 |
|
|
2022
Q2 | $3K | Hold |
116
| – | – | ﹤0.01% | 521 |
|
|
2022
Q1 | $3K | Sell |
116
-1,078
| -90% | -$27.9K | ﹤0.01% | 494 |
|
|
2021
Q4 | $38K | Hold |
1,194
| – | – | ﹤0.01% | 352 |
|
|
2021
Q3 | $37.1K | Hold |
1,194
| – | – | ﹤0.01% | 346 |
|
|
2021
Q2 | $36.3K | Hold |
1,194
| – | – | ﹤0.01% | 351 |
|
|
2021
Q1 | $36.3K | Hold |
1,194
| – | – | ﹤0.01% | 361 |
|
|
2020
Q4 | $28K | Hold |
1,194
| – | – | ﹤0.01% | 379 |
|
|
2020
Q3 | $19.6K | Hold |
1,194
| – | – | ﹤0.01% | 351 |
|
|
2020
Q2 | $22.5K | Hold |
1,194
| – | – | ﹤0.01% | 324 |
|
|
2020
Q1 | $21.6K | Hold |
1,194
| – | – | ﹤0.01% | 315 |
|
|
2019
Q4 | $33.2K | Hold |
1,194
| – | – | ﹤0.01% | 334 |
|
|
2019
Q3 | $33K | Hold |
1,194
| – | – | ﹤0.01% | 311 |
|
|
2019
Q2 | $32.6K | Hold |
1,194
| – | – | 0.01% | 295 |
|
|
2019
Q1 | $29.6K | Hold |
1,194
| – | – | ﹤0.01% | 267 |
|
|
2018
Q4 | $28K | Buy |
1,194
+116
| +11% | +$2.72K | 0.01% | 233 |
|
|
2018
Q3 | $33K | Buy |
+1,078
| New | +$33K | 0.01% | 232 |
|