Lenox Wealth Advisors’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $9K | Buy |
185
+165
| +825% | +$8.03K | ﹤0.01% | 506 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 926 |
|
|
2020
Q2 | – | Sell |
-132
| Closed | -$3K | – | 805 |
|
|
2020
Q1 | $3K | Buy |
132
+87
| +193% | +$1.98K | ﹤0.01% | 541 |
|
|
2019
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 635 |
|
|
2019
Q3 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 536 |
|
|
2019
Q2 | – | Sell |
-66
| Closed | -$3K | – | 583 |
|
|
2019
Q1 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 489 |
|
|
2018
Q2 | – | Sell |
-24
| Closed | -$1K | – | 655 |
|
|
2018
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 533 |
|
|
2017
Q4 | – | Sell |
-75
| Closed | -$4K | – | 464 |
|
|
2017
Q3 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 96 |
|