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Clear Point Advisors’s Webster Financial WBS Stock Holding History

Clear Point Advisors’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-365
Closed -$17K – 528
2024
Q3 		$17K Hold
365
– – 0.01% 293
2024
Q2 		$15.9K Hold
365
– – 0.01% 289
2024
Q1 		$18.5K Hold
365
– – 0.02% 281
2023
Q4 		$18.5K Buy
+365
New +$18.5K 0.02% 272