Jackson Grant Investment Advisers’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-400
| Closed | -$15.8K | – | 472 |
|
|
2023
Q1 | $15.8K | Hold |
400
| – | – | 0.01% | 274 |
|
|
2022
Q4 | $18.9K | Hold |
400
| – | – | 0.01% | 259 |
|
|
2022
Q3 | $18K | Hold |
400
| – | – | 0.01% | 269 |
|
|
2022
Q2 | $17K | Hold |
400
| – | – | 0.01% | 285 |
|
|
2022
Q1 | $22K | Buy |
+400
| New | +$22K | 0.01% | 273 |
|