AWM
Avior Wealth Management’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,049
| Closed | -$57.9K | – | 2321 |
|
|
2024
Q4 | $57.9K | Sell |
1,049
-10
| -0.9% | -$552 | ﹤0.01% | 1090 |
|
|
2024
Q3 | $49.4K | Buy |
1,059
+22
| +2% | +$1.03K | ﹤0.01% | 1117 |
|
|
2024
Q2 | $45.2K | Sell |
1,037
-238
| -19% | -$10.4K | ﹤0.01% | 1130 |
|
|
2024
Q1 | $64.7K | Buy |
+1,275
| New | +$64.7K | ﹤0.01% | 1138 |
|
|
2019
Q1 | – | Sell |
-3,419
| Closed | -$168K | – | 725 |
|
|
2018
Q4 | $168K | Buy |
3,419
+271
| +9% | +$13.3K | 0.04% | 348 |
|
|
2018
Q3 | $186K | Hold |
3,148
| – | – | 0.04% | 361 |
|
|
2018
Q2 | $201K | Buy |
+3,148
| New | +$201K | 0.05% | 327 |
|