IndexIQ Advisors’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $396K | Sell |
13,235
-657
| -5% | -$19.7K | 0.01% | 770 |
|
|
2021
Q4 | $439K | Sell |
13,892
-897
| -6% | -$28.3K | 0.01% | 697 |
|
|
2021
Q3 | $460K | Buy |
14,789
+1,481
| +11% | +$46.1K | 0.02% | 644 |
|
|
2021
Q2 | $405K | Buy |
13,308
+209
| +2% | +$6.36K | 0.01% | 693 |
|
|
2021
Q1 | $398K | Buy |
+13,099
| New | +$398K | 0.01% | 768 |
|
|
2019
Q2 | – | Sell |
-16,855
| Closed | -$417K | – | 591 |
|
|
2019
Q1 | $417K | Sell |
16,855
-56,630
| -77% | -$1.4M | 0.01% | 501 |
|
|
2018
Q4 | $1.76M | Sell |
73,485
-5,999
| -8% | -$144K | 0.05% | 270 |
|
|
2018
Q3 | $2.45M | Buy |
79,484
+3,002
| +4% | +$92.6K | 0.08% | 242 |
|
|
2018
Q2 | $2.46M | Buy |
76,482
+6,525
| +9% | +$209K | 0.08% | 233 |
|
|
2018
Q1 | $2M | Buy |
+69,957
| New | +$2M | 0.06% | 339 |
|