NewEdge 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
Q4 | – | Sell |
-7
| Closed | -$161 | – | 3889 |
|
|
2023
Q3 | $161 | Hold |
7
| – | – | ﹤0.01% | 3334 |
|
|
2023
Q2 | $163 | Sell |
7
-10,724
| -100% | -$250K | ﹤0.01% | 3392 |
|
|
2023
Q1 | $286K | Buy |
10,731
+4
| +0% | +$107 | ﹤0.01% | 1395 |
|
|
2022
Q4 | $331K | Buy |
10,727
+1,132
| +12% | +$34.9K | 0.01% | 956 |
|
|
2022
Q3 | $257K | Sell |
9,595
-568
| -6% | -$15.2K | ﹤0.01% | 1268 |
|
|
2022
Q2 | $276K | Hold |
10,163
| – | – | ﹤0.01% | 1249 |
|
|
2022
Q1 | $304K | Buy |
10,163
+1,741
| +21% | +$52.1K | ﹤0.01% | 947 |
|
|
2021
Q4 | $266K | Buy |
+8,422
| New | +$266K | ﹤0.01% | 1382 |
|