Lehman & Derafelo Financial Resources’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
Q4 | $408K | Hold |
8,647
| – | – | 0.12% | 68 |
|
|
2022
Q3 | $407K | Hold |
8,647
| – | – | 0.13% | 63 |
|
|
2022
Q2 | $423K | Hold |
8,647
| – | – | 0.13% | 65 |
|
|
2022
Q1 | $459K | Hold |
8,647
| – | – | 0.13% | 63 |
|
|
2021
Q4 | $487K | Hold |
8,647
| – | – | 0.15% | 61 |
|
|
2021
Q3 | $458K | Hold |
8,647
| – | – | 0.15% | 65 |
|
|
2021
Q2 | $444K | Sell |
8,647
-1,000
| -10% | -$51.3K | 0.12% | 73 |
|
|
2021
Q1 | $498K | Sell |
9,647
-11,648
| -55% | -$601K | 0.14% | 65 |
|
|
2020
Q4 | $954K | Hold |
21,295
| – | – | 0.29% | 53 |
|
|
2020
Q3 | $653K | Hold |
21,295
| – | – | 0.21% | 53 |
|
|
2020
Q2 | $697K | Hold |
21,295
| – | – | 0.24% | 52 |
|
|
2020
Q1 | $779K | Hold |
21,295
| – | – | 0.32% | 47 |
|
|
2019
Q4 | $1.15M | Hold |
21,295
| – | – | 0.41% | 42 |
|
|
2019
Q3 | $1.03M | Hold |
21,295
| – | – | 0.39% | 44 |
|
|
2019
Q2 | $1.12M | Hold |
21,295
| – | – | 0.46% | 40 |
|
|
2019
Q1 | $1.03M | Buy |
+21,295
| New | +$1.03M | 0.44% | 38 |
|