Richard C. Young & Co’s Washington Trust Bancorp WASH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-114,526
| Closed | -$3.97M | – | 73 |
|
2023
Q1 | $3.97M | Buy |
114,526
+4,139
| +4% | +$143K | 0.55% | 58 |
|
2022
Q4 | $5.21M | Buy |
110,387
+2,190
| +2% | +$103K | 0.69% | 57 |
|
2022
Q3 | $5.03M | Buy |
108,197
+2,173
| +2% | +$101K | 0.77% | 54 |
|
2022
Q2 | $5.13M | Buy |
106,024
+4,530
| +4% | +$219K | 0.66% | 57 |
|
2022
Q1 | $5.33M | Buy |
101,494
+3,205
| +3% | +$168K | 0.68% | 57 |
|
2021
Q4 | $5.54M | Buy |
98,289
+1,093
| +1% | +$61.6K | 0.7% | 56 |
|
2021
Q3 | $5.15M | Sell |
97,196
-1,066
| -1% | -$56.5K | 0.71% | 55 |
|
2021
Q2 | $5.05M | Buy |
98,262
+6,376
| +7% | +$327K | 0.64% | 59 |
|
2021
Q1 | $4.74M | Buy |
+91,886
| New | +$4.74M | 0.63% | 60 |
|