Independent Advisor Alliance’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,034
| Closed | -$216K | – | 465 |
|
|
2018
Q4 | $216K | Hold |
9,034
| – | – | 0.04% | 353 |
|
|
2018
Q3 | $271K | Hold |
9,034
| – | – | 0.05% | 267 |
|
|
2018
Q2 | $290K | Hold |
9,034
| – | – | 0.06% | 243 |
|
|
2018
Q1 | $254K | Hold |
9,034
| – | – | 0.06% | 270 |
|
|
2017
Q4 | $283K | Sell |
9,034
-300
| -3% | -$9.4K | 0.06% | 249 |
|
|
2017
Q3 | $321K | Sell |
9,334
-500
| -5% | -$17.2K | 0.09% | 204 |
|
|
2017
Q2 | $303K | Hold |
9,834
| – | – | 0.1% | 184 |
|
|
2017
Q1 | $308K | Hold |
9,834
| – | – | 0.05% | 298 |
|
|
2016
Q4 | $313K | Buy |
+9,834
| New | +$313K | 0.13% | 137 |
|