Concurrent Investment 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	–	Sell	-7,459	Closed	-$379K	–	943
2023 Q4	$379K	Buy	+7,459	New	+$379K	0.02%	566