Mission 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
Q2 | – | Sell |
-12,726
| Closed | -$502K | – | 542 |
|
|
2023
Q1 | $502K | Sell |
12,726
-429
| -3% | -$16.9K | 0.02% | 320 |
|
|
2022
Q4 | $623K | Buy |
13,155
+593
| +5% | +$28.1K | 0.03% | 272 |
|
|
2022
Q3 | $568K | Buy |
12,562
+15
| +0.1% | +$678 | 0.03% | 266 |
|
|
2022
Q2 | $529K | Buy |
12,547
+3,233
| +35% | +$136K | 0.03% | 275 |
|
|
2022
Q1 | $523K | Buy |
9,314
+1,890
| +25% | +$106K | 0.02% | 290 |
|
|
2021
Q4 | $415K | Buy |
7,424
+203
| +3% | +$11.3K | 0.02% | 340 |
|
|
2021
Q3 | $393K | Sell |
7,221
-127
| -2% | -$6.91K | 0.02% | 328 |
|
|
2021
Q2 | $392K | Sell |
7,348
-32
| -0.4% | -$1.71K | 0.02% | 330 |
|
|
2021
Q1 | $407K | Buy |
7,380
+1,236
| +20% | +$68.2K | 0.02% | 303 |
|
|
2020
Q4 | $259K | Buy |
+6,144
| New | +$259K | 0.02% | 356 |
|