Connecticut Wealth Management’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,183
| Closed | -$609K | – | 206 |
|
|
2021
Q3 | $609K | Buy |
11,183
+4
| +0% | +$218 | 0.05% | 108 |
|
|
2021
Q2 | $596K | Buy |
11,179
+4
| +0% | +$213 | 0.05% | 109 |
|
|
2021
Q1 | $616K | Buy |
11,175
+4
| +0% | +$220 | 0.06% | 89 |
|
|
2020
Q4 | $471K | Buy |
11,171
+47
| +0.4% | +$1.98K | 0.05% | 116 |
|
|
2020
Q3 | $294K | Buy |
11,124
+7
| +0.1% | +$185 | 0.03% | 161 |
|
|
2020
Q2 | $318K | Buy |
11,117
+9
| +0.1% | +$257 | 0.04% | 111 |
|
|
2020
Q1 | $254K | Buy |
11,108
+5
| +0% | +$114 | 0.04% | 127 |
|
|
2019
Q4 | $592K | Buy |
11,103
+4
| +0% | +$213 | 0.07% | 99 |
|
|
2019
Q3 | $520K | Buy |
+11,099
| New | +$520K | 0.06% | 98 |
|