GYL Financial Synergies’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $344K | Sell |
7,385
-340
| -4% | -$15.8K | 0.03% | 277 |
|
|
2024
Q2 | $337K | Sell |
7,725
-894
| -10% | -$39K | 0.03% | 281 |
|
|
2024
Q1 | $438K | Buy |
8,619
+325
| +4% | +$16.5K | 0.03% | 256 |
|
|
2023
Q4 | $421K | Sell |
8,294
-600
| -7% | -$30.5K | 0.03% | 257 |
|
|
2023
Q3 | $359K | Hold |
8,894
| – | – | 0.03% | 264 |
|
|
2023
Q2 | $336K | Buy |
+8,894
| New | +$336K | 0.03% | 273 |
|
|
2022
Q2 | – | Sell |
-3,894
| Closed | -$219K | – | 209 |
|
|
2022
Q1 | $219K | Buy |
+3,894
| New | +$219K | 0.05% | 193 |
|