Baldwin Wealth Partners’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
Q4 | – | Sell |
-1,666
| Closed | -$53.7K | – | 1023 |
|
2024
Q3 | $53.7K | Buy |
1,666
+7
| +0.4% | +$225 | ﹤0.01% | 537 |
|
2024
Q2 | $45.5K | Hold |
1,659
| – | – | ﹤0.01% | 365 |
|
2024
Q1 | $44.6K | Hold |
1,659
| – | – | ﹤0.01% | 382 |
|
2023
Q4 | $53.7K | Hold |
1,659
| – | – | ﹤0.01% | 368 |
|
2023
Q3 | $43.7K | Hold |
1,659
| – | – | ﹤0.01% | 416 |
|
2023
Q2 | $44.5K | Hold |
1,659
| – | – | ﹤0.01% | 426 |
|
2023
Q1 | $57.5K | Hold |
1,659
| – | – | 0.01% | 406 |
|
2022
Q4 | $78.3K | Buy |
+1,659
| New | +$78.3K | 0.01% | 346 |
|