HCR Wealth Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,350
| Closed | -$259K | – | 183 |
|
|
2022
Q4 | $259K | Hold |
7,350
| – | – | 0.05% | 146 |
|
|
2022
Q3 | $259K | Hold |
7,350
| – | – | 0.06% | 144 |
|
|
2022
Q2 | $287K | Hold |
7,350
| – | – | 0.06% | 140 |
|
|
2022
Q1 | $330K | Buy |
+7,350
| New | +$330K | 0.05% | 151 |
|