Bourgeon Capital 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
Q1 | – | Sell |
-4
| Closed | -$204 | – | 380 |
|
|
2023
Q4 | $204 | Hold |
4
| – | – | ﹤0.01% | 386 |
|
|
2023
Q3 | $162 | Hold |
4
| – | – | ﹤0.01% | 376 |
|
|
2023
Q2 | $151 | Hold |
4
| – | – | ﹤0.01% | 324 |
|
|
2023
Q1 | $158 | Hold |
4
| – | – | ﹤0.01% | 309 |
|
|
2022
Q4 | $189 | Hold |
4
| – | – | ﹤0.01% | 357 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 447 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 313 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 309 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 294 |
|
|
2021
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 302 |
|