Harvest Group Wealth Management’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-50
| Closed | -$2K | – | 714 |
|
|
2020
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 391 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 533 |
|
|
2020
Q2 | $1K | Buy |
50
+36
| +257% | +$720 | ﹤0.01% | 437 |
|
|
2020
Q1 | $0 | Sell |
14
-38
| -73% | – | ﹤0.01% | 1038 |
|
|
2019
Q4 | $2K | Hold |
52
| – | – | ﹤0.01% | 679 |
|
|
2019
Q3 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 780 |
|
|
2019
Q2 | – | Sell |
-1,145
| Closed | -$58K | – | 1021 |
|
|
2019
Q1 | $58K | Buy |
+1,145
| New | +$58K | 0.05% | 81 |
|