Bogart Wealth LLC’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10	Closed	-$516	–	1539
2025 Q1	$516	Buy	+10	New	+$516	﹤0.01%	1259
2023 Q2	–	Sell	-40	Closed	-$1.58K	–	1139
2023 Q1	$1.58K	Buy	+40	New	+$1.58K	﹤0.01%	942