TFO Wealth Partners’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$84 | – | 680 |
|
|
2024
Q1 | $84 | Hold |
3
| – | – | ﹤0.01% | 664 |
|
|
2023
Q4 | $89 | Hold |
3
| – | – | ﹤0.01% | 810 |
|
|
2023
Q3 | $70 | Hold |
3
| – | – | ﹤0.01% | 1021 |
|
|
2023
Q2 | $70 | Hold |
3
| – | – | ﹤0.01% | 728 |
|
|
2023
Q1 | $80 | Sell |
3
-3
| -50% | -$80 | ﹤0.01% | 689 |
|
|
2022
Q4 | $939 | Buy |
+6
| New | +$939 | ﹤0.01% | 381 |
|