Modera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,581
| Closed | -$260K | – | 648 |
|
|
2024
Q3 | $260K | Hold |
5,581
| – | – | ﹤0.01% | 514 |
|
|
2024
Q2 | $243K | Hold |
5,581
| – | – | ﹤0.01% | 510 |
|
|
2024
Q1 | $283K | Buy |
5,581
+15
| +0.3% | +$762 | ﹤0.01% | 490 |
|
|
2023
Q4 | $283K | Hold |
5,566
| – | – | ﹤0.01% | 478 |
|
|
2023
Q3 | $224K | Hold |
5,566
| – | – | ﹤0.01% | 498 |
|
|
2023
Q2 | $210K | Hold |
5,566
| – | – | ﹤0.01% | 524 |
|
|
2023
Q1 | $219K | Hold |
5,566
| – | – | 0.01% | 325 |
|
|
2022
Q4 | $263K | Hold |
5,566
| – | – | 0.01% | 301 |
|
|
2022
Q3 | $252K | Sell |
5,566
-485
| -8% | -$22K | 0.01% | 271 |
|
|
2022
Q2 | $255K | Sell |
6,051
-21
| -0.3% | -$885 | 0.01% | 284 |
|
|
2022
Q1 | $341K | Buy |
+6,072
| New | +$341K | 0.02% | 261 |
|