J.P. Morgan Private Wealth Advisors’s Washington Trust Bancorp WASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,093
| Closed | -$419K | – | 1914 |
|
|
2023
Q1 | $419K | Buy |
12,093
+188
| +2% | +$6.52K | ﹤0.01% | 1544 |
|
|
2022
Q4 | $562K | Sell |
11,905
-183
| -2% | -$8.63K | ﹤0.01% | 1425 |
|
|
2022
Q3 | $562K | Buy |
12,088
+591
| +5% | +$27.5K | ﹤0.01% | 1410 |
|
|
2022
Q2 | $556K | Buy |
11,497
+744
| +7% | +$36K | ﹤0.01% | 1413 |
|
|
2022
Q1 | $565K | Buy |
10,753
+4,003
| +59% | +$210K | ﹤0.01% | 1484 |
|
|
2021
Q4 | $381K | Buy |
6,750
+1,223
| +22% | +$69K | ﹤0.01% | 1651 |
|
|
2021
Q3 | $293K | Buy |
5,527
+718
| +15% | +$38.1K | ﹤0.01% | 1703 |
|
|
2021
Q2 | $247K | Buy |
+4,809
| New | +$247K | ﹤0.01% | 1751 |
|