Cary Street Partners Investment Advisory’s Sandy Spring Bancorp Inc SASR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-600
| Closed | -$12.9K | – | 1842 |
|
|
2023
Q3 | $12.9K | Sell |
600
-1,100
| -65% | -$23.6K | ﹤0.01% | 1229 |
|
|
2023
Q2 | $38.6K | Sell |
1,700
-6,050
| -78% | -$137K | ﹤0.01% | 879 |
|
|
2023
Q1 | $201K | Buy |
7,750
+1,100
| +17% | +$28.6K | 0.01% | 468 |
|
|
2022
Q4 | $234K | Buy |
6,650
+700
| +12% | +$24.7K | 0.02% | 441 |
|
|
2022
Q3 | $210K | Buy |
5,950
+1,000
| +20% | +$35.3K | 0.02% | 438 |
|
|
2022
Q2 | $193K | Buy |
+4,950
| New | +$193K | 0.02% | 423 |
|