Prelude Capital 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
Q3 | – | Sell |
-7,948
| Closed | -$217K | – | 1439 |
|
|
2024
Q2 | $217K | Sell |
7,948
-1,016
| -11% | -$27.7K | 0.02% | 863 |
|
|
2024
Q1 | $252K | Buy |
+8,964
| New | +$252K | 0.01% | 882 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$9K | – | 1768 |
|
|
2017
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 1290 |
|
|
2017
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 1295 |
|
|
2016
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 1332 |
|
|
2016
Q3 | $7K | Buy |
300
+2
| +0.7% | +$47 | ﹤0.01% | 1391 |
|
|
2016
Q2 | $6K | Buy |
+298
| New | +$6K | ﹤0.01% | 1388 |
|
|
2013
Q4 | – | Sell |
-1,950
| Closed | -$28K | – | 1785 |
|
|
2013
Q3 | $28K | Buy |
+1,950
| New | +$28K | ﹤0.01% | 1072 |
|