Concord Wealth Partners’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-138
| Closed | -$6K | – | 1151 |
|
|
2022
Q2 | $6K | Sell |
138
-424
| -75% | -$18.4K | ﹤0.01% | 799 |
|
|
2022
Q1 | $32K | Sell |
562
-47
| -8% | -$2.68K | 0.01% | 525 |
|
|
2021
Q4 | $34K | Buy |
609
+497
| +444% | +$27.7K | 0.01% | 526 |
|
|
2021
Q3 | $6K | Sell |
112
-343
| -75% | -$18.4K | ﹤0.01% | 564 |
|
|
2021
Q2 | $24K | Buy |
455
+38
| +9% | +$2K | 0.01% | 472 |
|
|
2021
Q1 | $23K | Buy |
+417
| New | +$23K | 0.01% | 460 |
|