Washington Trust Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Hold |
38
| – | – | ﹤0.01% | 403 |
|
|
2025
Q1 | $19.3K | Hold |
38
| – | – | ﹤0.01% | 398 |
|
|
2024
Q4 | $18.9K | Hold |
38
| – | – | ﹤0.01% | 413 |
|
|
2024
Q3 | $19.6K | Hold |
38
| – | – | ﹤0.01% | 412 |
|
|
2024
Q2 | $16.9K | Sell |
38
-12
| -24% | -$5.35K | ﹤0.01% | 418 |
|
|
2024
Q1 | $21.4K | Sell |
50
-11
| -18% | -$4.71K | ﹤0.01% | 394 |
|
|
2023
Q4 | $27K | Hold |
61
| – | – | ﹤0.01% | 367 |
|
|
2023
Q3 | $22.4K | Sell |
61
-3
| -5% | -$1.1K | ﹤0.01% | 380 |
|
|
2023
Q2 | $25.7K | Sell |
64
-93
| -59% | -$37.3K | ﹤0.01% | 359 |
|
|
2023
Q1 | $54.1K | Buy |
157
+23
| +17% | +$7.93K | 0.01% | 301 |
|
|
2022
Q4 | $44.9K | Sell |
134
-79
| -37% | -$26.5K | ﹤0.01% | 321 |
|
|
2022
Q3 | $65K | Sell |
213
-68
| -24% | -$20.8K | 0.01% | 349 |
|
|
2022
Q2 | $95K | Buy |
281
+40
| +17% | +$13.5K | 0.01% | 301 |
|
|
2022
Q1 | $98K | Buy |
241
+150
| +165% | +$61K | 0.01% | 340 |
|
|
2021
Q4 | $43K | Buy |
+91
| New | +$43K | ﹤0.01% | 505 |
|