Diversified Trust’s Washington Trust Bancorp WASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,875
| Closed | -$218K | – | 902 |
|
|
2021
Q4 | $218K | Hold |
3,875
| – | – | 0.01% | 745 |
|
|
2021
Q3 | $205K | Buy |
+3,875
| New | +$205K | 0.01% | 720 |
|
|
2015
Q1 | – | Sell |
-5,000
| Closed | -$201K | – | 517 |
|
|
2014
Q4 | $201K | Buy |
+5,000
| New | +$201K | 0.02% | 481 |
|
|
2014
Q2 | $271K | Buy |
+7,370
| New | +$271K | 0.02% | 483 |
|
|
2013
Q4 | $326K | Hold |
8,750
| – | – | 0.03% | 390 |
|
|
2013
Q3 | $275K | Sell |
8,750
-150
| -2% | -$4.71K | 0.03% | 411 |
|
|
2013
Q2 | $254K | Buy |
+8,900
| New | +$254K | 0.03% | 422 |
|