MSI Financial Services’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $161K | Sell |
4,834
-5,000
| -51% | -$167K | 0.01% | 1205 |
|
|
2016
Q3 | $236K | Hold |
9,834
| – | – | 0.01% | 981 |
|
|
2016
Q2 | $213K | Sell |
9,834
-2,620
| -21% | -$56.7K | 0.01% | 996 |
|
|
2016
Q1 | $239K | Hold |
12,454
| – | – | 0.01% | 895 |
|
|
2015
Q4 | $260K | Hold |
12,454
| – | – | 0.01% | 815 |
|
|
2015
Q3 | $235K | Hold |
12,454
| – | – | 0.02% | 598 |
|
|
2015
Q2 | $203K | Hold |
12,454
| – | – | 0.01% | 711 |
|
|
2015
Q1 | $200K | Buy |
12,454
+7,454
| +149% | +$120K | 0.01% | 741 |
|
|
2014
Q4 | $76K | Hold |
5,000
| – | – | 0.01% | 909 |
|
|
2014
Q3 | $68K | Hold |
5,000
| – | – | 0.01% | 973 |
|
|
2014
Q2 | $79K | Sell |
5,000
-19,328
| -79% | -$305K | 0.01% | 895 |
|
|
2014
Q1 | $377K | Buy |
+24,328
| New | +$377K | 0.05% | 363 |
|