Washington Trust Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-168
| Closed | -$2.96K | – | 685 |
|
|
2024
Q2 | $2.96K | Hold |
168
| – | – | ﹤0.01% | 614 |
|
|
2024
Q1 | $4.31K | Hold |
168
| – | – | ﹤0.01% | 591 |
|
|
2023
Q4 | $4.38K | Hold |
168
| – | – | ﹤0.01% | 582 |
|
|
2023
Q3 | $3.87K | Hold |
168
| – | – | ﹤0.01% | 583 |
|
|
2023
Q2 | $3.94K | Hold |
168
| – | – | ﹤0.01% | 575 |
|
|
2023
Q1 | $2K | Buy |
168
+98
| +140% | +$1.16K | ﹤0.01% | 725 |
|
|
2022
Q4 | $1.07K | Sell |
70
-97
| -58% | -$1.49K | ﹤0.01% | 763 |
|
|
2022
Q3 | $3K | Sell |
167
-540
| -76% | -$9.7K | ﹤0.01% | 828 |
|
|
2022
Q2 | $13K | Hold |
707
| – | – | ﹤0.01% | 602 |
|
|
2022
Q1 | $21K | Sell |
707
-56
| -7% | -$1.66K | ﹤0.01% | 597 |
|
|
2021
Q4 | $22K | Buy |
+763
| New | +$22K | ﹤0.01% | 617 |
|