Disciplined Investments’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27
| Closed | -$1.02K | – | 1536 |
|
|
2023
Q2 | $1.02K | Sell |
27
-7
| -21% | -$264 | ﹤0.01% | 959 |
|
|
2023
Q1 | $1.34K | Buy |
34
+14
| +70% | +$552 | ﹤0.01% | 841 |
|
|
2022
Q4 | $947 | Sell |
20
-15
| -43% | -$710 | ﹤0.01% | 930 |
|
|
2022
Q3 | $2K | Buy |
35
+15
| +75% | +$857 | ﹤0.01% | 741 |
|
|
2022
Q2 | $1K | Sell |
20
-19
| -49% | -$950 | ﹤0.01% | 1162 |
|
|
2022
Q1 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 812 |
|