AE Wealth Management’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,812
| Closed | -$759K | – | 1981 |
|
|
2023
Q4 | $759K | Buy |
14,812
+3,027
| +26% | +$155K | ﹤0.01% | 1258 |
|
|
2023
Q3 | $475K | Buy |
11,785
+3,924
| +50% | +$158K | ﹤0.01% | 1410 |
|
|
2023
Q2 | $297K | Buy |
7,861
+2,177
| +38% | +$82.2K | ﹤0.01% | 1620 |
|
|
2023
Q1 | $224K | Buy |
+5,684
| New | +$224K | ﹤0.01% | 1679 |
|