Washington Trust Advisors’s CS Disco LAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-397
| Closed | -$2.34K | – | 677 |
|
|
2024
Q3 | $2.34K | Hold |
397
| – | – | ﹤0.01% | 630 |
|
|
2024
Q2 | $2.37K | Hold |
397
| – | – | ﹤0.01% | 623 |
|
|
2024
Q1 | $3.23K | Hold |
397
| – | – | ﹤0.01% | 619 |
|
|
2023
Q4 | $3.01K | Hold |
397
| – | – | ﹤0.01% | 626 |
|
|
2023
Q3 | $2.64K | Hold |
397
| – | – | ﹤0.01% | 624 |
|
|
2023
Q2 | $3.26K | Hold |
397
| – | – | ﹤0.01% | 591 |
|
|
2023
Q1 | $2.64K | Hold |
397
| – | – | ﹤0.01% | 705 |
|
|
2022
Q4 | $2.51K | Hold |
397
| – | – | ﹤0.01% | 705 |
|
|
2022
Q3 | $4K | Buy |
397
+156
| +65% | +$1.57K | ﹤0.01% | 753 |
|
|
2022
Q2 | $4K | Hold |
241
| – | – | ﹤0.01% | 787 |
|
|
2022
Q1 | $8K | Buy |
241
+92
| +62% | +$3.05K | ﹤0.01% | 740 |
|
|
2021
Q4 | $5K | Buy |
+149
| New | +$5K | ﹤0.01% | 850 |
|