Mark Sheptoff Financial Planning’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,802
| Closed | -$64K | – | 372 |
|
|
2020
Q1 | $64K | Sell |
2,802
-1,107
| -28% | -$25.3K | 0.05% | 123 |
|
|
2019
Q4 | $209K | Sell |
3,909
-2,266
| -37% | -$121K | 0.13% | 88 |
|
|
2019
Q3 | $289K | Buy |
6,175
+10
| +0.2% | +$468 | 0.19% | 76 |
|
|
2019
Q2 | $295K | Sell |
6,165
-2,091
| -25% | -$100K | 0.2% | 78 |
|
|
2019
Q1 | $418K | Buy |
8,256
+6
| +0.1% | +$304 | 0.3% | 63 |
|
|
2018
Q4 | $407K | Buy |
8,250
+6
| +0.1% | +$296 | 0.34% | 57 |
|
|
2018
Q3 | $486K | Buy |
8,244
+5
| +0.1% | +$295 | 0.33% | 64 |
|
|
2018
Q2 | $525K | Buy |
8,239
+5
| +0.1% | +$319 | 0.39% | 60 |
|
|
2018
Q1 | $456K | Buy |
8,234
+5
| +0.1% | +$277 | 0.32% | 71 |
|
|
2017
Q4 | $462K | Buy |
8,229
+5
| +0.1% | +$281 | 0.3% | 70 |
|
|
2017
Q3 | $432K | Buy |
8,224
+6
| +0.1% | +$315 | 0.29% | 69 |
|
|
2017
Q2 | $429K | Buy |
8,218
+5
| +0.1% | +$261 | 0.29% | 71 |
|
|
2017
Q1 | $411K | Buy |
8,213
+5
| +0.1% | +$250 | 0.29% | 72 |
|
|
2016
Q4 | $446K | Buy |
8,208
+6
| +0.1% | +$326 | 0.33% | 67 |
|
|
2016
Q3 | $312K | Buy |
8,202
+7
| +0.1% | +$266 | 0.23% | 77 |
|
|
2016
Q2 | $278K | Sell |
8,195
-18
| -0.2% | -$611 | 0.21% | 79 |
|
|
2016
Q1 | $295K | Buy |
8,213
+6
| +0.1% | +$216 | 0.24% | 74 |
|
|
2015
Q4 | $305K | Buy |
8,207
+7,183
| +701% | +$267K | 0.25% | 77 |
|
|
2015
Q3 | $36K | Buy |
1,024
+6
| +0.6% | +$211 | 0.03% | 180 |
|
|
2015
Q2 | $40K | Buy |
1,018
+6
| +0.6% | +$236 | 0.03% | 180 |
|
|
2015
Q1 | $37K | Buy |
1,012
+31
| +3% | +$1.13K | 0.03% | 185 |
|
|
2014
Q4 | $32K | Sell |
981
-209
| -18% | -$6.82K | 0.03% | 194 |
|
|
2014
Q3 | $35K | Buy |
1,190
+7
| +0.6% | +$206 | 0.03% | 190 |
|
|
2014
Q2 | $37K | Buy |
1,183
+6
| +0.5% | +$188 | 0.03% | 191 |
|
|
2014
Q1 | $37K | Buy |
+1,177
| New | +$37K | 0.03% | 203 |
|