Archford Capital Strategies’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-76
| Closed | -$5K | – | 692 |
|
|
2018
Q2 | $5K | Hold |
76
| – | – | ﹤0.01% | 484 |
|
|
2018
Q1 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 433 |
|
|
2017
Q2 | – | Sell |
-76
| Closed | -$4K | – | 626 |
|
|
2017
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 514 |
|
|
2016
Q4 | $3K | Hold |
76
| – | – | ﹤0.01% | 488 |
|
|
2016
Q3 | $2K | Sell |
76
-61
| -45% | -$1.61K | ﹤0.01% | 556 |
|
|
2016
Q2 | $5K | Buy |
+137
| New | +$5K | ﹤0.01% | 490 |
|
|
2016
Q1 | – | Sell |
-137
| Closed | -$6K | – | 610 |
|
|
2015
Q4 | $6K | Hold |
137
| – | – | ﹤0.01% | 547 |
|
|
2015
Q3 | $5K | Buy |
137
+61
| +80% | +$2.23K | ﹤0.01% | 449 |
|
|
2015
Q2 | $3K | Buy |
76
+27
| +55% | +$1.07K | ﹤0.01% | 456 |
|
|
2015
Q1 | $1.82K | Buy |
49
+34
| +227% | +$1.26K | ﹤0.01% | 546 |
|
|
2014
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 768 |
|
|
2014
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 819 |
|
|
2014
Q2 | $473 | Hold |
15
| – | – | ﹤0.01% | 863 |
|
|
2014
Q1 | $466 | Buy |
+15
| New | +$466 | ﹤0.01% | 819 |
|