WAM
SASR
Wealthspire Advisors (Maryland)’s Sandy Spring Bancorp Inc SASR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,079
| Closed | -$324K | – | 556 |
|
|
2020
Q2 | $324K | Buy |
13,079
+3,326
| +34% | +$82.4K | 0.02% | 330 |
|
|
2020
Q1 | $221K | Buy |
9,753
+30
| +0.3% | +$680 | 0.02% | 365 |
|
|
2019
Q4 | $368K | Buy |
9,723
+30
| +0.3% | +$1.14K | 0.02% | 328 |
|
|
2019
Q3 | $327K | Buy |
9,693
+30
| +0.3% | +$1.01K | 0.02% | 329 |
|
|
2019
Q2 | $337K | Sell |
9,663
-42,637
| -82% | -$1.49M | 0.03% | 326 |
|
|
2019
Q1 | $1.64M | Sell |
52,300
-21,316
| -29% | -$667K | 0.12% | 100 |
|
|
2018
Q4 | $2.31M | Buy |
73,616
+27
| +0% | +$846 | 0.21% | 72 |
|
|
2018
Q3 | $2.89M | Buy |
73,589
+24
| +0% | +$944 | 0.24% | 65 |
|
|
2018
Q2 | $3.02M | Sell |
73,565
-9,977
| -12% | -$409K | 0.27% | 58 |
|
|
2018
Q1 | $3.24M | Buy |
83,542
+80,225
| +2,419% | +$3.11M | 0.31% | 56 |
|
|
2017
Q4 | $129K | Buy |
3,317
+22
| +0.7% | +$856 | 0.01% | 625 |
|
|
2017
Q3 | $137K | Buy |
3,295
+22
| +0.7% | +$915 | 0.01% | 598 |
|
|
2017
Q2 | $133K | Buy |
+3,273
| New | +$133K | 0.02% | 590 |
|