CIM Investment Management’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,778
| Closed | -$389K | – | 375 |
|
|
2017
Q1 | $389K | Hold |
7,778
| – | – | 0.13% | 213 |
|
|
2016
Q4 | $422K | Hold |
7,778
| – | – | 0.15% | 185 |
|
|
2016
Q3 | $296K | Buy |
7,778
+300
| +4% | +$11.4K | 0.11% | 250 |
|
|
2016
Q2 | $254K | Buy |
7,478
+750
| +11% | +$25.5K | 0.11% | 248 |
|
|
2016
Q1 | $242K | Buy |
6,728
+874
| +15% | +$31.4K | 0.11% | 229 |
|
|
2015
Q4 | $218K | Hold |
5,854
| – | – | 0.1% | 225 |
|
|
2015
Q3 | $209K | Buy |
5,854
+695
| +13% | +$24.8K | 0.1% | 229 |
|
|
2015
Q2 | $204K | Buy |
+5,159
| New | +$204K | 0.09% | 243 |
|