AIA
SASR
Alera Investment Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,179
| Closed | -$253K | – | 181 |
|
|
2022
Q4 | $253K | Buy |
7,179
+69
| +1% | +$2.43K | 0.06% | 153 |
|
|
2022
Q3 | $251K | Buy |
7,110
+58
| +0.8% | +$2.05K | 0.07% | 153 |
|
|
2022
Q2 | $276K | Buy |
7,052
+62
| +0.9% | +$2.43K | 0.08% | 152 |
|
|
2022
Q1 | $314K | Buy |
6,990
+67
| +1% | +$3.01K | 0.07% | 147 |
|
|
2021
Q4 | $333K | Buy |
6,923
+44
| +0.6% | +$2.12K | 0.09% | 72 |
|
|
2021
Q3 | $315K | Buy |
6,879
+50
| +0.7% | +$2.29K | 0.09% | 75 |
|
|
2021
Q2 | $301K | Buy |
+6,829
| New | +$301K | 0.09% | 77 |
|