LGA
Lebenthal Global Advisors’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,653
| Closed | -$338K | – | 191 |
|
|
2024
Q1 | $338K | Sell |
6,653
-130
| -2% | -$6.6K | 0.08% | 148 |
|
|
2023
Q4 | $344K | Buy |
6,783
+214
| +3% | +$10.9K | 0.08% | 140 |
|
|
2023
Q3 | $265K | Sell |
6,569
-39
| -0.6% | -$1.57K | 0.08% | 111 |
|
|
2023
Q2 | $249K | Buy |
+6,608
| New | +$249K | 0.07% | 108 |
|