CWP
SASR
Concord Wealth Partners’s Sandy Spring Bancorp Inc SASR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-188
| Closed | -$4.36K | – | 922 |
|
|
2024
Q1 | $4.36K | Hold |
188
| – | – | ﹤0.01% | 671 |
|
|
2023
Q4 | $5.12K | Hold |
188
| – | – | ﹤0.01% | 636 |
|
|
2023
Q3 | $4.03K | Hold |
188
| – | – | ﹤0.01% | 757 |
|
|
2023
Q2 | $4.26K | Hold |
188
| – | – | ﹤0.01% | 737 |
|
|
2023
Q1 | $4.88K | Hold |
188
| – | – | ﹤0.01% | 675 |
|
|
2022
Q4 | $6.62K | Buy |
+188
| New | +$6.62K | ﹤0.01% | 704 |
|
|
2022
Q3 | – | Sell |
-188
| Closed | -$7K | – | 1224 |
|
|
2022
Q2 | $7K | Hold |
188
| – | – | ﹤0.01% | 764 |
|
|
2022
Q1 | $8K | Hold |
188
| – | – | ﹤0.01% | 829 |
|
|
2021
Q4 | $9K | Buy |
+188
| New | +$9K | ﹤0.01% | 821 |
|
|
2021
Q3 | – | Sell |
-188
| Closed | -$8K | – | 1058 |
|
|
2021
Q2 | $8K | Hold |
188
| – | – | ﹤0.01% | 672 |
|
|
2021
Q1 | $8K | Hold |
188
| – | – | ﹤0.01% | 614 |
|
|
2020
Q4 | $6K | Buy |
+188
| New | +$6K | ﹤0.01% | 404 |
|