Glassman Wealth Services’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-180
| Closed | -$9.14K | – | 1809 |
|
|
2023
Q4 | $9.14K | Hold |
180
| – | – | ﹤0.01% | 911 |
|
|
2023
Q3 | $7.26K | Hold |
180
| – | – | ﹤0.01% | 950 |
|
|
2023
Q2 | $6.8K | Sell |
180
-5
| -3% | -$189 | ﹤0.01% | 915 |
|
|
2023
Q1 | $7.29K | Sell |
185
-11
| -6% | -$434 | ﹤0.01% | 895 |
|
|
2022
Q4 | $9.28K | Buy |
196
+13
| +7% | +$615 | ﹤0.01% | 850 |
|
|
2022
Q3 | $8K | Sell |
183
-50
| -21% | -$2.19K | ﹤0.01% | 881 |
|
|
2022
Q2 | $10K | Sell |
233
-625
| -73% | -$26.8K | ﹤0.01% | 826 |
|
|
2022
Q1 | $48K | Buy |
858
+172
| +25% | +$9.62K | 0.01% | 411 |
|
|
2021
Q4 | $38K | Buy |
686
+654
| +2,044% | +$36.2K | 0.01% | 437 |
|
|
2021
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 1237 |
|
|
2021
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 1194 |
|
|
2021
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 1153 |
|
|
2020
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1294 |
|
|
2020
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1256 |
|
|
2020
Q2 | $1K | Buy |
32
+10
| +45% | +$313 | ﹤0.01% | 1131 |
|
|
2020
Q1 | $1K | Sell |
22
-92
| -81% | -$4.18K | ﹤0.01% | 1013 |
|
|
2019
Q4 | $6K | Hold |
114
| – | – | ﹤0.01% | 564 |
|
|
2019
Q3 | $5K | Sell |
114
-2
| -2% | -$88 | ﹤0.01% | 549 |
|
|
2019
Q2 | $6K | Buy |
116
+2
| +2% | +$103 | ﹤0.01% | 539 |
|
|
2019
Q1 | $6K | Buy |
+114
| New | +$6K | ﹤0.01% | 527 |
|