Gradient Investments’s Webster Financial WBS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6
Closed -$262 1300
2024
Q2
$262 Sell
6
-13
-68% -$568 ﹤0.01% 1249
2024
Q1
$965 Sell
19
-27
-59% -$1.37K ﹤0.01% 919
2023
Q4
$2.34K Hold
46
﹤0.01% 1188
2023
Q3
$1.85K Buy
46
+13
+39% +$524 ﹤0.01% 1200
2023
Q2
$1.25K Buy
33
+27
+450% +$1.02K ﹤0.01% 1291
2023
Q1
$237 Buy
+6
New +$237 ﹤0.01% 1365