CWM
Compass Wealth Management’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-259
| Closed | -$13.4K | – | 417 |
|
|
2025
Q1 | $13.4K | Hold |
259
| – | – | ﹤0.01% | 341 |
|
|
2024
Q4 | $14.3K | Hold |
259
| – | – | ﹤0.01% | 333 |
|
|
2024
Q3 | $12.1K | Hold |
259
| – | – | ﹤0.01% | 344 |
|
|
2024
Q2 | $11.3K | Hold |
259
| – | – | ﹤0.01% | 351 |
|
|
2024
Q1 | $13.2K | Hold |
259
| – | – | ﹤0.01% | 339 |
|
|
2023
Q4 | $13.1K | Hold |
259
| – | – | ﹤0.01% | 331 |
|
|
2023
Q3 | $10.4K | Buy |
+259
| New | +$10.4K | ﹤0.01% | 344 |
|