MinichMacGregor Wealth Management’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9
| Closed | – | – | 525 |
|
|
2018
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 596 |
|
|
2018
Q2 | $0 | Sell |
9
-16
| -64% | – | ﹤0.01% | 600 |
|
|
2018
Q1 | $1K | Sell |
25
-3
| -11% | -$120 | ﹤0.01% | 491 |
|
|
2017
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 474 |
|
|
2017
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 457 |
|
|
2017
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 453 |
|
|
2017
Q1 | $1K | Sell |
28
-14
| -33% | -$500 | ﹤0.01% | 441 |
|
|
2016
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 387 |
|
|
2016
Q3 | $1K | Buy |
42
+8
| +24% | +$190 | ﹤0.01% | 437 |
|
|
2016
Q2 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 421 |
|