AllSquare 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
Q2 | – | Sell |
-1,216
| Closed | -$61.7K | – | 543 |
|
|
2024
Q1 | $61.7K | Hold |
1,216
| – | – | 0.04% | 194 |
|
|
2023
Q4 | $61.7K | Hold |
1,216
| – | – | 0.04% | 188 |
|
|
2023
Q3 | $49K | Sell |
1,216
-265
| -18% | -$10.7K | 0.03% | 196 |
|
|
2023
Q2 | $54.1K | Buy |
1,481
+604
| +69% | +$22.1K | 0.04% | 197 |
|
|
2023
Q1 | $34.6K | Buy |
+877
| New | +$34.6K | 0.02% | 252 |
|