Washington Trust’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23
| Closed | -$1.41K | – | 940 |
|
|
2023
Q3 | $1.41K | Sell |
23
-3
| -12% | -$184 | ﹤0.01% | 796 |
|
|
2023
Q2 | $1.55K | Buy |
26
+1
| +4% | +$60 | ﹤0.01% | 810 |
|
|
2023
Q1 | $1.48K | Hold |
25
| – | – | ﹤0.01% | 844 |
|
|
2022
Q4 | $1.46K | Sell |
25
-2
| -7% | -$117 | ﹤0.01% | 856 |
|
|
2022
Q3 | $1K | Buy |
27
+12
| +80% | +$444 | ﹤0.01% | 895 |
|
|
2022
Q2 | $1K | Sell |
15
-6
| -29% | -$400 | ﹤0.01% | 897 |
|
|
2022
Q1 | $1K | Sell |
21
-2
| -9% | -$95 | ﹤0.01% | 907 |
|
|
2021
Q4 | $2K | Sell |
23
-7
| -23% | -$609 | ﹤0.01% | 855 |
|
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 978 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 962 |
|
|
2021
Q1 | $2K | Sell |
30
-1
| -3% | -$67 | ﹤0.01% | 919 |
|
|
2020
Q4 | $2K | Sell |
31
-5
| -14% | -$323 | ﹤0.01% | 897 |
|
|
2020
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 947 |
|