Toth Financial Advisory’s Sandy Spring Bancorp Inc SASR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-120
| Closed | -$3K | – | 614 |
|
|
2020
Q2 | $3K | Sell |
120
-1,300
| -92% | -$32.5K | ﹤0.01% | 446 |
|
|
2020
Q1 | $32K | Sell |
1,420
-1,520
| -52% | -$34.3K | 0.01% | 202 |
|
|
2019
Q4 | $111K | Sell |
2,940
-1,000
| -25% | -$37.8K | 0.02% | 175 |
|
|
2019
Q3 | $133K | Hold |
3,940
| – | – | 0.03% | 181 |
|
|
2019
Q2 | $137K | Sell |
3,940
-1,000
| -20% | -$34.8K | 0.03% | 174 |
|
|
2019
Q1 | $155K | Hold |
4,940
| – | – | 0.04% | 160 |
|
|
2018
Q4 | $155K | Hold |
4,940
| – | – | 0.04% | 136 |
|
|
2018
Q3 | $194K | Hold |
4,940
| – | – | 0.04% | 155 |
|
|
2018
Q2 | $203K | Hold |
4,940
| – | – | 0.05% | 149 |
|
|
2018
Q1 | $191K | Buy |
+4,940
| New | +$191K | 0.05% | 151 |
|