J.P. Morgan Private Wealth Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,161
| Closed | -$446K | – | 1946 |
|
|
2023
Q1 | $446K | Sell |
17,161
-6,718
| -28% | -$175K | ﹤0.01% | 1524 |
|
|
2022
Q4 | $841K | Sell |
23,879
-216
| -0.9% | -$7.61K | ﹤0.01% | 1230 |
|
|
2022
Q3 | $850K | Buy |
24,095
+519
| +2% | +$18.3K | ﹤0.01% | 1221 |
|
|
2022
Q2 | $921K | Buy |
23,576
+528
| +2% | +$20.6K | ﹤0.01% | 1178 |
|
|
2022
Q1 | $1.04M | Sell |
23,048
-2,810
| -11% | -$126K | ﹤0.01% | 1208 |
|
|
2021
Q4 | $1.24M | Sell |
25,858
-1,059
| -4% | -$50.9K | ﹤0.01% | 1131 |
|
|
2021
Q3 | $1.23M | Buy |
26,917
+636
| +2% | +$29.1K | ﹤0.01% | 1115 |
|
|
2021
Q2 | $1.16M | Sell |
26,281
-4,392
| -14% | -$194K | ﹤0.01% | 1124 |
|
|
2021
Q1 | $1.33M | Sell |
30,673
-9,004
| -23% | -$391K | ﹤0.01% | 914 |
|
|
2020
Q4 | $1.28M | Buy |
39,677
+1,260
| +3% | +$40.6K | ﹤0.01% | 911 |
|
|
2020
Q3 | $887K | Sell |
38,417
-3,123
| -8% | -$72.1K | ﹤0.01% | 931 |
|
|
2020
Q2 | $1.03M | Buy |
41,540
+27,725
| +201% | +$687K | ﹤0.01% | 799 |
|
|
2020
Q1 | $313K | Buy |
13,815
+5,046
| +58% | +$114K | ﹤0.01% | 1123 |
|
|
2019
Q4 | $332K | Buy |
8,769
+326
| +4% | +$12.3K | ﹤0.01% | 1197 |
|
|
2019
Q3 | $285K | Buy |
+8,443
| New | +$285K | ﹤0.01% | 1216 |
|
|
2018
Q4 | – | Sell |
-5,465
| Closed | -$215K | – | 1601 |
|
|
2018
Q3 | $215K | Buy |
+5,465
| New | +$215K | ﹤0.01% | 1447 |
|