JFS 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
Q4 | – | Sell |
-4
| Closed | -$86 | – | 2050 |
|
|
2023
Q3 | $86 | Sell |
4
-15
| -79% | -$323 | ﹤0.01% | 1914 |
|
|
2023
Q2 | $431 | Buy |
19
+12
| +171% | +$272 | ﹤0.01% | 1784 |
|
|
2023
Q1 | $182 | Sell |
7
-10
| -59% | -$260 | ﹤0.01% | 1836 |
|
|
2022
Q4 | $599 | Sell |
17
-9
| -35% | -$317 | ﹤0.01% | 1710 |
|
|
2022
Q3 | $1K | Buy |
26
+17
| +189% | +$654 | ﹤0.01% | 1693 |
|
|
2022
Q2 | $0 | Sell |
9
-8
| -47% | – | ﹤0.01% | 1973 |
|
|
2022
Q1 | $1K | Buy |
17
+12
| +240% | +$706 | ﹤0.01% | 1769 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1913 |
|