Apexium Financial’s Washington Trust Bancorp WASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,000
| Closed | -$810K | – | 280 |
|
|
2023
Q4 | $810K | Buy |
+25,000
| New | +$810K | 0.06% | 139 |
|
|
2023
Q2 | – | Sell |
-6,411
| Closed | -$222K | – | 226 |
|
|
2023
Q1 | $222K | Hold |
6,411
| – | – | 0.02% | 192 |
|
|
2022
Q4 | $302K | Hold |
6,411
| – | – | 0.03% | 168 |
|
|
2022
Q3 | $298K | Buy |
+6,411
| New | +$298K | 0.04% | 150 |
|