Ergoteles’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 |
-12,316
| Closed | -$465K | – | 840 |
|
2023
Q2 | $465K | Sell |
12,316
-272,053
| -96% | -$10.3M | 0.02% | 661 |
|
2023
Q1 | $11.2M | Buy |
+284,369
| New | +$11.2M | 0.44% | 43 |
|
2021
Q3 | – | Sell |
-22,842
| Closed | -$1.22M | – | 1713 |
|
2021
Q2 | $1.22M | Buy |
+22,842
| New | +$1.22M | 0.03% | 452 |
|
2020
Q4 | – | Sell |
-8,100
| Closed | -$214K | – | 936 |
|
2020
Q3 | $214K | Buy |
+8,100
| New | +$214K | 0.03% | 457 |
|