New York Life Investment Management’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-12,960
| Closed | -$386K | – | 1523 |
|
2023
Q4 | $386K | Sell |
12,960
-400
| -3% | -$11.9K | ﹤0.01% | 1027 |
|
2023
Q3 | $306K | Sell |
13,360
-2,105
| -14% | -$48.3K | ﹤0.01% | 1134 |
|
2023
Q2 | $359K | Sell |
15,465
-1,859
| -11% | -$43.2K | ﹤0.01% | 1143 |
|
2023
Q1 | $462K | Sell |
17,324
-1,621
| -9% | -$43.2K | 0.01% | 1124 |
|
2022
Q4 | $584K | Buy |
18,945
+2,132
| +13% | +$65.8K | 0.01% | 786 |
|
2022
Q3 | $451K | Buy |
16,813
+1,237
| +8% | +$33.2K | 0.01% | 830 |
|
2022
Q2 | $423K | Buy |
+15,576
| New | +$423K | ﹤0.01% | 890 |
|