Ellevest Inc’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,873
| Closed | -$73.8K | – | 1632 |
|
|
2023
Q1 | $73.8K | Buy |
1,873
+64
| +4% | +$2.52K | 0.01% | 515 |
|
|
2022
Q4 | $85.6K | Buy |
1,809
+146
| +9% | +$6.91K | 0.01% | 482 |
|
|
2022
Q3 | $75K | Sell |
1,663
-255
| -13% | -$11.5K | 0.01% | 476 |
|
|
2022
Q2 | $81K | Buy |
1,918
+429
| +29% | +$18.1K | 0.01% | 457 |
|
|
2022
Q1 | $84K | Buy |
1,489
+1,443
| +3,137% | +$81.4K | 0.01% | 438 |
|
|
2021
Q4 | $3K | Buy |
46
+33
| +254% | +$2.15K | ﹤0.01% | 1114 |
|
|
2021
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1334 |
|
|
2020
Q2 | – | Sell |
-35
| Closed | -$1K | – | 1379 |
|
|
2020
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1001 |
|