SWMG
SASR
Strategic Wealth Management Group’s Sandy Spring Bancorp Inc SASR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1M | Buy |
22,714
+443
| +2% | +$19.5K | 0.37% | 39 |
|
|
2021
Q1 | $967K | Hold |
22,271
| – | – | 0.37% | 36 |
|
|
2020
Q4 | $717K | Hold |
22,271
| – | – | 0.31% | 44 |
|
|
2020
Q3 | $514K | Hold |
22,271
| – | – | 0.25% | 54 |
|
|
2020
Q2 | $552K | Buy |
22,271
+8,779
| +65% | +$218K | 0.33% | 43 |
|
|
2020
Q1 | $305K | Hold |
13,492
| – | – | 0.23% | 56 |
|
|
2019
Q4 | $511K | Hold |
13,492
| – | – | 0.33% | 43 |
|
|
2019
Q3 | $455K | Buy |
13,492
+128
| +1% | +$4.32K | 0.33% | 43 |
|
|
2019
Q2 | $466K | Hold |
13,364
| – | – | 0.35% | 41 |
|
|
2019
Q1 | $418K | Hold |
13,364
| – | – | 0.34% | 44 |
|
|
2018
Q4 | $419K | Buy |
+13,364
| New | +$419K | 0.4% | 43 |
|