M Holdings Securities’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-23,469	Closed	-$1.19M	–	184
2023 Q4	$1.19M	Hold	23,469	–	–	0.13%	104
2023 Q3	$946K	Buy	+23,469	New	+$946K	0.12%	117
2023 Q2	–	Hold	0	–	–	–	448