JFS 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 | $1.5K | Hold |
44
| – | – | ﹤0.01% | 1468 |
|
|
2025
Q1 | $1.51K | Hold |
44
| – | – | ﹤0.01% | 1564 |
|
|
2024
Q4 | $1.5K | Hold |
44
| – | – | ﹤0.01% | 1577 |
|
|
2024
Q3 | $1.46K | Buy |
44
+1
| +2% | +$33 | ﹤0.01% | 1595 |
|
|
2024
Q2 | $1.17K | Hold |
43
| – | – | ﹤0.01% | 1630 |
|
|
2024
Q1 | $1.21K | Hold |
43
| – | – | ﹤0.01% | 1609 |
|
|
2023
Q4 | $1.28K | Buy |
43
+29
| +207% | +$863 | ﹤0.01% | 1572 |
|
|
2023
Q3 | $322 | Sell |
14
-12
| -46% | -$276 | ﹤0.01% | 1809 |
|
|
2023
Q2 | $605 | Sell |
26
-3
| -10% | -$70 | ﹤0.01% | 1729 |
|
|
2023
Q1 | $773 | Sell |
29
-11
| -28% | -$293 | ﹤0.01% | 1646 |
|
|
2022
Q4 | $1.23K | Buy |
40
+6
| +18% | +$185 | ﹤0.01% | 1549 |
|
|
2022
Q3 | $1K | Buy |
34
+12
| +55% | +$353 | ﹤0.01% | 1663 |
|
|
2022
Q2 | $1K | Sell |
22
-1
| -4% | -$45 | ﹤0.01% | 1651 |
|
|
2022
Q1 | $1K | Buy |
23
+16
| +229% | +$696 | ﹤0.01% | 1742 |
|
|
2021
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1880 |
|