Integrated Wealth Concepts’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 | $506K | Sell |
14,801
-4,786
| -24% | -$164K | 0.01% | 1266 |
|
|
2025
Q1 | $670K | Sell |
19,587
-336
| -2% | -$11.5K | 0.01% | 1015 |
|
|
2024
Q4 | $679K | Sell |
19,923
-528
| -3% | -$18K | 0.01% | 988 |
|
|
2024
Q3 | $676K | Sell |
20,451
-2,190
| -10% | -$72.4K | 0.01% | 958 |
|
|
2024
Q2 | $617K | Buy |
22,641
+122
| +0.5% | +$3.33K | 0.01% | 963 |
|
|
2024
Q1 | $632K | Sell |
22,519
-350
| -2% | -$9.82K | 0.01% | 945 |
|
|
2023
Q4 | $681K | Hold |
22,869
| – | – | 0.01% | 875 |
|
|
2023
Q3 | $524K | Sell |
22,869
-2,372
| -9% | -$54.4K | 0.01% | 967 |
|
|
2023
Q2 | $587K | Sell |
25,241
-585
| -2% | -$13.6K | 0.01% | 916 |
|
|
2023
Q1 | $688K | Sell |
25,826
-688
| -3% | -$18.3K | 0.01% | 745 |
|
|
2022
Q4 | $818K | Buy |
26,514
+4
| +0% | +$123 | 0.02% | 516 |
|
|
2022
Q3 | $711K | Sell |
26,510
-496
| -2% | -$13.3K | 0.02% | 494 |
|
|
2022
Q2 | $733K | Sell |
27,006
-1,725
| -6% | -$46.8K | 0.02% | 492 |
|
|
2022
Q1 | $860K | Buy |
28,731
+18
| +0.1% | +$539 | 0.03% | 432 |
|
|
2021
Q4 | $907K | Buy |
28,713
+676
| +2% | +$21.4K | 0.03% | 458 |
|
|
2021
Q3 | $872K | Buy |
28,037
+444
| +2% | +$13.8K | 0.03% | 434 |
|
|
2021
Q2 | $839K | Sell |
27,593
-1,080
| -4% | -$32.8K | 0.03% | 400 |
|
|
2021
Q1 | $872K | Hold |
28,673
| – | – | 0.04% | 326 |
|
|
2020
Q4 | $673K | Hold |
28,673
| – | – | 0.03% | 345 |
|
|
2020
Q3 | $470K | Buy |
28,673
+3,255
| +13% | +$53.4K | 0.03% | 353 |
|
|
2020
Q2 | $479K | Buy |
25,418
+7,750
| +44% | +$146K | 0.03% | 295 |
|
|
2020
Q1 | $320K | Buy |
17,668
+25
| +0.1% | +$453 | 0.03% | 298 |
|
|
2019
Q4 | $491K | Hold |
17,643
| – | – | 0.04% | 279 |
|
|
2019
Q3 | $491K | Hold |
17,643
| – | – | 0.06% | 208 |
|
|
2019
Q2 | $481K | Hold |
17,643
| – | – | 0.06% | 186 |
|
|
2019
Q1 | $437K | Hold |
17,643
| – | – | 0.07% | 186 |
|
|
2018
Q4 | $423K | Hold |
17,643
| – | – | 0.11% | 139 |
|
|
2018
Q3 | $529K | Hold |
17,643
| – | – | 0.16% | 112 |
|
|
2018
Q2 | $573K | Hold |
17,643
| – | – | 0.2% | 101 |
|
|
2018
Q1 | $497K | Hold |
17,643
| – | – | 0.2% | 96 |
|
|
2017
Q4 | $553K | Buy |
+17,643
| New | +$553K | 0.24% | 84 |
|