Schubert & Co’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-33
| Closed | -$880 | – | 1387 |
|
|
2023
Q1 | $880 | Sell |
33
-3
| -8% | -$80 | ﹤0.01% | 1244 |
|
|
2022
Q4 | $1.11K | Sell |
36
-4
| -10% | -$123 | ﹤0.01% | 1135 |
|
|
2022
Q3 | $1K | Buy |
40
+14
| +54% | +$350 | ﹤0.01% | 1271 |
|
|
2022
Q2 | $1K | Buy |
26
+20
| +333% | +$769 | ﹤0.01% | 1317 |
|
|
2022
Q1 | $0 | Buy |
6
+2
| +50% | – | ﹤0.01% | 1336 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1288 |
|