Impact Partnership Wealth’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-18	Closed	-$914	–	701
2024 Q1	$914	Sell	18 -6,498	-100%	-$330K	﹤0.01%	631
2023 Q4	$331K	Buy	6,516 +1,752	+37%	+$88.9K	0.12%	110
2023 Q3	$192K	Buy	+4,764	New	+$192K	0.06%	182