CVA Family Office’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | -$670 | – | 1460 |
|
|
2025
Q1 | $670 | Buy |
+13
| New | +$670 | ﹤0.01% | 1172 |
|
|
2023
Q2 | – | Sell |
-315
| Closed | -$12.4K | – | 1072 |
|
|
2023
Q1 | $12.4K | Buy |
315
+310
| +6,200% | +$12.2K | ﹤0.01% | 659 |
|
|
2022
Q4 | $237 | Buy |
+5
| New | +$237 | ﹤0.01% | 929 |
|
|
2022
Q3 | – | Sell |
-155
| Closed | -$7K | – | 945 |
|
|
2022
Q2 | $7K | Buy |
+155
| New | +$7K | ﹤0.01% | 707 |
|
|
2021
Q2 | – | Sell |
-35
| Closed | -$2K | – | 984 |
|
|
2021
Q1 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 724 |
|