WP
SASR
WMS Partners’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 |
-48,239
| Closed | -$1.25M | – | 306 |
|
|
2023
Q1 | $1.25M | Buy |
48,239
+10
| +0% | +$260 | 0.11% | 85 |
|
|
2022
Q4 | $1.7M | Sell |
48,229
-432
| -0.9% | -$15.2K | 0.17% | 66 |
|
|
2022
Q3 | $1.72M | Hold |
48,661
| – | – | 0.23% | 55 |
|
|
2022
Q2 | $1.9M | Hold |
48,661
| – | – | 0.3% | 52 |
|
|
2022
Q1 | $2.19M | Sell |
48,661
-4,090
| -8% | -$184K | 0.3% | 46 |
|
|
2021
Q4 | $2.54M | Hold |
52,751
| – | – | 0.54% | 40 |
|
|
2021
Q3 | $2.42M | Buy |
52,751
+45,951
| +676% | +$2.11M | 0.35% | 43 |
|
|
2021
Q2 | $300K | Buy |
+6,800
| New | +$300K | 0.04% | 202 |
|