Mascoma Wealth Management’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 |
-412
| Closed | -$19.5K | – | 719 |
|
|
2022
Q4 | $19.5K | Hold |
412
| – | – | 0.01% | 333 |
|
|
2022
Q3 | $19K | Hold |
412
| – | – | 0.01% | 333 |
|
|
2022
Q2 | $17K | Hold |
412
| – | – | 0.01% | 361 |
|
|
2022
Q1 | $23K | Hold |
412
| – | – | 0.01% | 350 |
|
|
2021
Q4 | $23K | Hold |
412
| – | – | 0.01% | 314 |
|
|
2021
Q3 | $22K | Buy |
+412
| New | +$22K | 0.01% | 288 |
|
|
2021
Q2 | – | Sell |
-412
| Closed | -$23K | – | 427 |
|
|
2021
Q1 | $23K | Buy |
+412
| New | +$23K | 0.01% | 282 |
|
|
2019
Q3 | – | Sell |
-412
| Closed | -$20K | – | 341 |
|
|
2019
Q2 | $20K | Hold |
412
| – | – | 0.01% | 230 |
|
|
2019
Q1 | $21K | Hold |
412
| – | – | 0.01% | 221 |
|
|
2018
Q4 | $20K | Hold |
412
| – | – | 0.02% | 215 |
|
|
2018
Q3 | $24K | Hold |
412
| – | – | 0.02% | 222 |
|
|
2018
Q2 | $26K | Hold |
412
| – | – | 0.02% | 205 |
|
|
2018
Q1 | $23K | Hold |
412
| – | – | 0.02% | 210 |
|
|
2017
Q4 | $23K | Hold |
412
| – | – | 0.01% | 206 |
|
|
2017
Q3 | $22K | Hold |
412
| – | – | 0.01% | 226 |
|
|
2017
Q2 | $22K | Hold |
412
| – | – | 0.01% | 229 |
|
|
2017
Q1 | $21K | Hold |
412
| – | – | 0.02% | 214 |
|
|
2016
Q4 | $22K | Buy |
+412
| New | +$22K | 0.02% | 206 |
|