Lehman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $221K | Buy |
+4,000
| New | +$221K | 0.1% | 90 |
|
|
2015
Q4 | – | Sell |
-2,000
| Closed | -$76K | – | 350 |
|
|
2015
Q3 | $76K | Hold |
2,000
| – | – | 0.04% | 113 |
|
|
2015
Q2 | $78K | Hold |
2,000
| – | – | 0.04% | 121 |
|
|
2015
Q1 | $76K | Sell |
2,000
-2,000
| -50% | -$76K | 0.03% | 120 |
|
|
2014
Q4 | $161K | Sell |
4,000
-400
| -9% | -$16.1K | 0.08% | 70 |
|
|
2014
Q3 | $145K | Hold |
4,400
| – | – | 0.08% | 71 |
|
|
2014
Q2 | $162K | Hold |
4,400
| – | – | 0.08% | 65 |
|
|
2014
Q1 | $165K | Hold |
4,400
| – | – | 0.09% | 62 |
|
|
2013
Q4 | $164K | Hold |
4,400
| – | – | 0.1% | 61 |
|
|
2013
Q3 | $138K | Hold |
4,400
| – | – | 0.09% | 62 |
|
|
2013
Q2 | $125K | Buy |
+4,400
| New | +$125K | 0.08% | 61 |
|