Mark Sheptoff Financial Planning’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,802	Closed	-$64K	–	372
2020 Q1	$64K	Sell	2,802 -1,107	-28%	-$45K	0.05%	123
2019 Q4	$209K	Sell	3,909 -2,266	-37%	-$109K	0.13%	88
2019 Q3	$289K	Buy	6,175 +10	+0.2%	+$473	0.19%	76
2019 Q2	$295K	Sell	6,165 -2,091	-25%	-$104K	0.2%	78
2019 Q1	$418K	Buy	8,256 +6	+0.1%	+$325	0.3%	63
2018 Q4	$407K	Buy	8,250 +6	+0.1%	+$343	0.34%	57
2018 Q3	$486K	Buy	8,244 +5	+0.1%	+$325	0.33%	64
2018 Q2	$525K	Buy	8,239 +5	+0.1%	+$311	0.39%	60
2018 Q1	$456K	Buy	8,234 +5	+0.1%	+$283	0.32%	71
2017 Q4	$462K	Buy	8,229 +5	+0.1%	+$274	0.3%	70
2017 Q3	$432K	Buy	8,224 +6	+0.1%	+$300	0.29%	69
2017 Q2	$429K	Buy	8,218 +5	+0.1%	+$253	0.29%	71
2017 Q1	$411K	Buy	8,213 +5	+0.1%	+$267	0.29%	72
2016 Q4	$446K	Buy	8,208 +6	+0.1%	+$276	0.33%	67
2016 Q3	$312K	Buy	8,202 +7	+0.1%	+$258	0.23%	77
2016 Q2	$278K	Sell	8,195 -18	-0.2%	-$656	0.21%	79
2016 Q1	$295K	Buy	8,213 +6	+0.1%	+$206	0.24%	74
2015 Q4	$305K	Buy	8,207 +7,183	+701%	+$272K	0.25%	77
2015 Q3	$36K	Buy	1,024 +6	+0.6%	+$223	0.03%	180
2015 Q2	$40K	Buy	1,018 +6	+0.6%	+$226	0.03%	180
2015 Q1	$37K	Buy	1,012 +31	+3%	+$1.04K	0.03%	185
2014 Q4	$32K	Sell	981 -209	-18%	-$6.46K	0.03%	194
2014 Q3	$35K	Buy	1,190 +7	+0.6%	+$208	0.03%	190
2014 Q2	$37K	Buy	1,183 +6	+0.5%	+$183	0.03%	191
2014 Q1	$37K	Buy	+1,177	New	+$36.1K	0.03%	203