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ICA Group Wealth Management’s Shore Bancshares SHBI Stock Holding History

ICA Group Wealth Management’s Portfolio SHBI Stock Details SHBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-279
Closed -$3.21K – 1231
2024
Q1 		$3.21K Hold
279
– – ﹤0.01% 1113
2023
Q4 		$3.98K Buy
+279
New +$3.29K ﹤0.01% 1069

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SSB
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BFC
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ICA Group Wealth Management's SHBI Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Shore Bancshares (SHBI) in Q2 2024, closing a stake of 279 shares — an estimated $3.21K sold.

ICA Group Wealth Management first reported a position in SHBI in Q4 2023 and held it in 2 quarters. The position peaked at $3.98K in Q4 2023. 112 funds tracked by Wall St. Rank hold SHBI as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Shore Bancshares position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 279 Shore Bancshares shares in Q2 2024, an estimated $3.21K.
  • ICA Group Wealth Management first reported a position in Shore Bancshares in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's Shore Bancshares position peaked at $3.98K in Q4 2023.
  • 112 funds tracked by Wall St. Rank held Shore Bancshares as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.