Elkfork Partners’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $878K | Hold |
18,734
| – | – | 0.02% | 421 |
|
|
2019
Q2 | $895K | Sell |
18,734
-2,312
| -11% | -$110K | 0.02% | 419 |
|
|
2019
Q1 | $1.07M | Buy |
21,046
+2,312
| +12% | +$117K | 0.03% | 367 |
|
|
2018
Q4 | $923K | Hold |
18,734
| – | – | 0.03% | 365 |
|
|
2018
Q3 | $1.11M | Buy |
18,734
+5,304
| +39% | +$313K | 0.03% | 360 |
|
|
2018
Q2 | $856K | Hold |
13,430
| – | – | 0.02% | 381 |
|
|
2018
Q1 | $744K | Hold |
13,430
| – | – | 0.02% | 420 |
|
|
2017
Q4 | $754K | Buy |
13,430
+2,856
| +27% | +$160K | 0.02% | 425 |
|
|
2017
Q3 | $556K | Buy |
10,574
+1,054
| +11% | +$55.4K | 0.02% | 463 |
|
|
2017
Q2 | $497K | Buy |
9,520
+2,822
| +42% | +$147K | 0.02% | 498 |
|
|
2017
Q1 | $335K | Buy |
6,698
+1,156
| +21% | +$57.8K | 0.01% | 523 |
|
|
2016
Q4 | $301K | Buy |
+5,542
| New | +$301K | 0.01% | 514 |
|