Lee Financial’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-34
| Closed | -$1.61K | – | 963 |
|
|
2022
Q4 | $1.61K | Buy |
+34
| New | +$1.61K | ﹤0.01% | 733 |
|
|
2020
Q3 | – | Sell |
-140
| Closed | -$4K | – | 577 |
|
|
2020
Q2 | $4K | Sell |
140
-130
| -48% | -$3.71K | ﹤0.01% | 456 |
|
|
2020
Q1 | $6K | Hold |
270
| – | – | ﹤0.01% | 367 |
|
|
2019
Q4 | $14K | Hold |
270
| – | – | ﹤0.01% | 305 |
|
|
2019
Q3 | $13K | Buy |
270
+80
| +42% | +$3.85K | ﹤0.01% | 311 |
|
|
2019
Q2 | $9K | Hold |
190
| – | – | ﹤0.01% | 375 |
|
|
2019
Q1 | $10K | Buy |
190
+20
| +12% | +$1.05K | ﹤0.01% | 346 |
|
|
2018
Q4 | $8K | Hold |
170
| – | – | ﹤0.01% | 326 |
|
|
2018
Q3 | $10K | Hold |
170
| – | – | ﹤0.01% | 334 |
|
|
2018
Q2 | $11K | Hold |
170
| – | – | ﹤0.01% | 463 |
|
|
2018
Q1 | $9K | Hold |
170
| – | – | ﹤0.01% | 510 |
|
|
2017
Q4 | $10K | Hold |
170
| – | – | ﹤0.01% | 334 |
|
|
2017
Q3 | $9K | Hold |
170
| – | – | ﹤0.01% | 360 |
|
|
2017
Q2 | $9K | Hold |
170
| – | – | ﹤0.01% | 346 |
|
|
2017
Q1 | $9K | Sell |
170
-5
| -3% | -$265 | ﹤0.01% | 299 |
|
|
2016
Q4 | $9K | Buy |
+175
| New | +$9K | 0.01% | 310 |
|