BWA
SASR
Burt Wealth Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-597
| Closed | -$19K | – | 375 |
|
|
2020
Q4 | $19K | Hold |
597
| – | – | 0.01% | 246 |
|
|
2020
Q3 | $14K | Hold |
597
| – | – | 0.01% | 265 |
|
|
2020
Q2 | $15K | Hold |
597
| – | – | 0.01% | 246 |
|
|
2020
Q1 | $14K | Hold |
597
| – | – | 0.01% | 249 |
|
|
2019
Q4 | $23K | Hold |
597
| – | – | 0.01% | 227 |
|
|
2019
Q3 | $20K | Hold |
597
| – | – | 0.01% | 242 |
|
|
2019
Q2 | $21K | Buy |
+597
| New | +$21K | 0.01% | 235 |
|