THWM
Taylor Hoffman Wealth Management’s Towne Bank TOWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,780
| Closed | -$34K | – | 333 |
|
|
2020
Q2 | $34K | Buy |
+1,780
| New | +$34K | 0.02% | 219 |
|
|
2020
Q1 | – | Sell |
-280
| Closed | -$8K | – | 349 |
|
|
2019
Q4 | $8K | Hold |
280
| – | – | 0.01% | 331 |
|
|
2019
Q3 | $8K | Hold |
280
| – | – | 0.01% | 325 |
|
|
2019
Q2 | $8K | Hold |
280
| – | – | 0.01% | 309 |
|
|
2019
Q1 | $7K | Hold |
280
| – | – | 0.01% | 312 |
|
|
2018
Q4 | $7K | Hold |
280
| – | – | 0.01% | 304 |
|
|
2018
Q3 | $9K | Hold |
280
| – | – | 0.01% | 295 |
|
|
2018
Q2 | $9K | Hold |
280
| – | – | 0.01% | 271 |
|
|
2018
Q1 | $8K | Hold |
280
| – | – | 0.01% | 293 |
|
|
2017
Q4 | $9K | Buy |
+280
| New | +$9K | 0.01% | 295 |
|