Jackson Creek Investment Advisors’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-29,027
| Closed | -$895K | – | 369 |
|
2022
Q4 | $895K | Sell |
29,027
-1,130
| -4% | -$34.8K | 0.4% | 100 |
|
2022
Q3 | $809K | Sell |
30,157
-2,029
| -6% | -$54.4K | 0.38% | 125 |
|
2022
Q2 | $961K | Sell |
32,186
-2,634
| -8% | -$78.6K | 0.39% | 128 |
|
2022
Q1 | $1.04M | Buy |
34,820
+2,028
| +6% | +$60.7K | 0.38% | 135 |
|
2021
Q4 | $1.04M | Sell |
32,792
-2,289
| -7% | -$72.3K | 0.37% | 143 |
|
2021
Q3 | $1.09M | Buy |
35,081
+326
| +0.9% | +$10.1K | 0.41% | 102 |
|
2021
Q2 | $1.06M | Buy |
+34,755
| New | +$1.06M | 0.39% | 118 |
|
2020
Q4 | – | Sell |
-43,482
| Closed | -$713K | – | 352 |
|
2020
Q3 | $713K | Buy |
+43,482
| New | +$713K | 0.32% | 168 |
|