PBMARES WEALTH MANAGEMENT LLC – TowneBank Transaction History
PBMARES WEALTH MANAGEMENT LLC portfolio value:
$1.27M
portfolio value
PBMARES WEALTH MANAGEMENT LLC quarter portfolio value change:
-1.18%
quarter
TowneBank 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.02% | 10 shares | -15K | $26.83 | 47.52K |
| Q2 2022 | share | Decrease | -0.10% | -49 shares | -134K | $27.15 | 47.51K |
| Q1 2022 | share | Increase | +0.01% | 6 shares | -78K | $29.94 | 47.56K |
| Q4 2021 | share | Increase | +0.12% | 59 shares | 24K | $31.45 | 47.55K |
| Q3 2021 | share | Increase | +0.01% | 7 shares | 33K | $31.11 | 47.49K |
| Q2 2021 | share | Increase | +0.01% | 7 shares | 2K | $30.22 | 47.48K |
| Q1 2021 | share | Decrease | -0.65% | -312 shares | 321K | $30.01 | 47.48K |
| Q4 2020 | share | Decrease | -0.60% | -290 shares | 333K | $23.04 | 47.79K |
| Q3 2020 | share | Increase | +0.02% | 11 shares | -117K | $15.97 | 48.08K |
| Q2 2020 | share | Increase | +0.02% | 9 shares | 37K | $18.14 | 48.07K |
| Q1 2020 | share | Increase | +0.01% | 7 shares | -468K | $17.25 | 48.06K |
| Q4 2019 | share | Increase | 0.00% | 48.05K shares | 1.33M | $26.25 | 48.05K |