KTA
Keeley-Teton Advisors’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,413
| Closed | -$299K | – | 354 |
|
|
2023
Q3 | $299K | Hold |
7,413
| – | – | 0.04% | 313 |
|
|
2023
Q2 | $280K | Hold |
7,413
| – | – | 0.04% | 323 |
|
|
2023
Q1 | $292K | Buy |
7,413
+700
| +10% | +$27.6K | 0.04% | 338 |
|
|
2022
Q4 | $318K | Buy |
6,713
+970
| +17% | +$45.9K | 0.04% | 330 |
|
|
2022
Q3 | $260K | Hold |
5,743
| – | – | 0.04% | 336 |
|
|
2022
Q2 | $242K | Hold |
5,743
| – | – | 0.03% | 356 |
|
|
2022
Q1 | $322K | Buy |
+5,743
| New | +$322K | 0.03% | 344 |
|