IFG Advisory’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
Q3 | – | Sell |
-7,694
| Closed | -$211K | – | 621 |
|
|
2024
Q2 | $211K | Buy |
+7,694
| New | +$211K | 0.01% | 584 |
|
|
2024
Q1 | – | Sell |
-7,755
| Closed | -$251K | – | 586 |
|
|
2023
Q4 | $251K | Sell |
7,755
-350
| -4% | -$11.3K | 0.02% | 506 |
|
|
2023
Q3 | $213K | Buy |
+8,105
| New | +$213K | 0.02% | 505 |
|
|
2023
Q2 | – | Sell |
-7,878
| Closed | -$273K | – | 505 |
|
|
2023
Q1 | $273K | Hold |
7,878
| – | – | 0.03% | 424 |
|
|
2022
Q4 | $371K | Hold |
7,878
| – | – | 0.04% | 362 |
|
|
2022
Q3 | $366K | Hold |
7,878
| – | – | 0.03% | 370 |
|
|
2022
Q2 | $381K | Hold |
7,878
| – | – | 0.04% | 333 |
|
|
2022
Q1 | $413K | Sell |
7,878
-367
| -4% | -$19.2K | 0.04% | 335 |
|
|
2021
Q4 | $464K | Buy |
8,245
+93
| +1% | +$5.23K | 0.05% | 315 |
|
|
2021
Q3 | $431K | Buy |
+8,152
| New | +$431K | 0.05% | 324 |
|