EWM
Evercore Wealth Management’s Washington Trust Bancorp WASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,853
| Closed | -$470K | – | 383 |
|
|
2020
Q1 | $470K | Hold |
12,853
| – | – | 0.02% | 251 |
|
|
2019
Q4 | $691K | Hold |
12,853
| – | – | 0.02% | 245 |
|
|
2019
Q3 | $621K | Hold |
12,853
| – | – | 0.02% | 253 |
|
|
2019
Q2 | $671K | Hold |
12,853
| – | – | 0.02% | 246 |
|
|
2019
Q1 | $619K | Hold |
12,853
| – | – | 0.02% | 247 |
|
|
2018
Q4 | $611K | Hold |
12,853
| – | – | 0.02% | 233 |
|
|
2018
Q3 | $711K | Hold |
12,853
| – | – | 0.02% | 239 |
|
|
2018
Q2 | $747K | Buy |
+12,853
| New | +$747K | 0.03% | 227 |
|
|
2017
Q4 | – | Sell |
-12,853
| Closed | -$736K | – | 931 |
|
|
2017
Q3 | $736K | Hold |
12,853
| – | – | 0.03% | 210 |
|
|
2017
Q2 | $663K | Hold |
12,853
| – | – | 0.03% | 221 |
|
|
2017
Q1 | $634K | Hold |
12,853
| – | – | 0.02% | 232 |
|
|
2016
Q4 | $720K | Sell |
12,853
-515
| -4% | -$28.8K | 0.03% | 216 |
|
|
2016
Q3 | $538K | Hold |
13,368
| – | – | 0.02% | 241 |
|
|
2016
Q2 | $507K | Hold |
13,368
| – | – | 0.02% | 240 |
|
|
2016
Q1 | $499K | Buy |
13,368
+3,368
| +34% | +$126K | 0.02% | 240 |
|
|
2015
Q4 | $395K | Hold |
10,000
| – | – | 0.02% | 275 |
|
|
2015
Q3 | $385K | Hold |
10,000
| – | – | 0.02% | 290 |
|
|
2015
Q2 | $395K | Hold |
10,000
| – | – | 0.02% | 303 |
|
|
2015
Q1 | $382K | Hold |
10,000
| – | – | 0.02% | 314 |
|
|
2014
Q4 | $402K | Hold |
10,000
| – | – | 0.02% | 274 |
|
|
2014
Q3 | $330K | Buy |
+10,000
| New | +$330K | 0.02% | 319 |
|