Crewe Advisors’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$121 | – | 701 |
|
|
2023
Q3 | $121 | Hold |
3
| – | – | ﹤0.01% | 539 |
|
|
2023
Q2 | $114 | Buy |
+3
| New | +$114 | ﹤0.01% | 857 |
|
|
2023
Q1 | – | Sell |
-152
| Closed | -$7.2K | – | 1039 |
|
|
2022
Q4 | $7.2K | Sell |
152
-169
| -53% | -$8K | ﹤0.01% | 610 |
|
|
2022
Q3 | $15K | Buy |
321
+59
| +23% | +$2.76K | ﹤0.01% | 555 |
|
|
2022
Q2 | $11K | Buy |
+262
| New | +$11K | ﹤0.01% | 583 |
|