Cetera Advisors’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 | $371K | Buy |
7,307
+1,435
| +24% | +$72.9K | ﹤0.01% | 1798 |
|
2023
Q4 | $298K | Sell |
5,872
-248
| -4% | -$12.6K | ﹤0.01% | 1432 |
|
2023
Q3 | $247K | Sell |
6,120
-326
| -5% | -$13.1K | ﹤0.01% | 1429 |
|
2023
Q2 | $243K | Buy |
+6,446
| New | +$243K | ﹤0.01% | 1407 |
|
2021
Q2 | – | Sell |
-3,880
| Closed | -$214K | – | 1351 |
|
2021
Q1 | $214K | Buy |
+3,880
| New | +$214K | 0.01% | 1119 |
|
2019
Q3 | – | Sell |
-28,000
| Closed | -$1.34M | – | 967 |
|
2019
Q2 | $1.34M | Buy |
+28,000
| New | +$1.34M | 0.06% | 308 |
|
2019
Q1 | – | Sell |
-27,490
| Closed | -$1.36M | – | 1282 |
|
2018
Q4 | $1.36M | Sell |
27,490
-140
| -0.5% | -$6.9K | 0.08% | 251 |
|
2018
Q3 | $1.63M | Buy |
27,630
+2,144
| +8% | +$126K | 0.08% | 250 |
|
2018
Q2 | $1.62M | Buy |
25,486
+143
| +0.6% | +$9.11K | 0.09% | 222 |
|
2018
Q1 | $1.41M | Buy |
+25,343
| New | +$1.41M | 0.08% | 240 |
|
2017
Q4 | – | Sell |
-22,695
| Closed | -$1.19M | – | 870 |
|
2017
Q3 | $1.19M | Sell |
22,695
-198
| -0.9% | -$10.4K | 0.07% | 285 |
|
2017
Q2 | $1.19M | Buy |
22,893
+699
| +3% | +$36.4K | 0.07% | 282 |
|
2017
Q1 | $1.11M | Sell |
22,194
-292
| -1% | -$14.6K | 0.07% | 283 |
|
2016
Q4 | $1.22M | Buy |
22,486
+2,657
| +13% | +$144K | 0.09% | 231 |
|
2016
Q3 | $755K | Buy |
19,829
+350
| +2% | +$13.3K | 0.06% | 313 |
|
2016
Q2 | $661K | Buy |
19,479
+1,500
| +8% | +$50.9K | 0.05% | 344 |
|
2016
Q1 | $645K | Buy |
17,979
+1,048
| +6% | +$37.6K | 0.05% | 343 |
|
2015
Q4 | $630K | Buy |
16,931
+200
| +1% | +$7.44K | 0.05% | 354 |
|
2015
Q3 | $597K | Hold |
16,731
| – | – | 0.06% | 332 |
|
2015
Q2 | $663K | Hold |
16,731
| – | – | 0.06% | 331 |
|
2015
Q1 | $620K | Hold |
16,731
| – | – | 0.06% | 340 |
|
2014
Q4 | $545K | Buy |
16,731
+100
| +0.6% | +$3.26K | 0.05% | 356 |
|
2014
Q3 | $483K | Hold |
16,631
| – | – | 0.04% | 351 |
|
2014
Q2 | $525K | Hold |
16,631
| – | – | 0.06% | 337 |
|
2014
Q1 | $517K | Buy |
16,631
+3,492
| +27% | +$109K | 0.07% | 299 |
|
2013
Q4 | $410K | Sell |
13,139
-2,000
| -13% | -$62.4K | 0.06% | 325 |
|
2013
Q3 | $386K | Sell |
15,139
-80
| -0.5% | -$2.04K | 0.07% | 277 |
|
2013
Q2 | $391K | Buy |
+15,219
| New | +$391K | 0.08% | 256 |
|