BAM
Belpointe Asset Management’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,981
| Closed | -$748K | – | 3350 |
|
|
2023
Q1 | $748K | Buy |
18,981
+16,951
| +835% | +$668K | 0.04% | 412 |
|
|
2022
Q4 | $96.1K | Buy |
+2,030
| New | +$96.1K | 0.01% | 1264 |
|
|
2019
Q4 | – | Sell |
-2,138
| Closed | -$100K | – | 813 |
|
|
2019
Q3 | $100K | Buy |
2,138
+16
| +0.8% | +$748 | 0.02% | 669 |
|
|
2019
Q2 | $101K | Hold |
2,122
| – | – | 0.02% | 601 |
|
|
2019
Q1 | $108K | Hold |
2,122
| – | – | 0.02% | 435 |
|
|
2018
Q4 | $105K | Buy |
2,122
+22
| +1% | +$1.09K | 0.03% | 483 |
|
|
2018
Q3 | $124K | Buy |
+2,100
| New | +$124K | 0.02% | 585 |
|