MPAM
Monarch Partners Asset Management’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-69,859
| Closed | -$3.16M | – | 157 |
|
|
2022
Q3 | $3.16M | Buy |
+69,859
| New | +$3.16M | 0.95% | 34 |
|
|
2016
Q1 | – | Sell |
-140,450
| Closed | -$5.22M | – | 173 |
|
|
2015
Q4 | $5.22M | Buy |
+140,450
| New | +$5.22M | 0.54% | 76 |
|
|
2015
Q2 | – | Sell |
-49,775
| Closed | -$1.84M | – | 193 |
|
|
2015
Q1 | $1.84M | Sell |
49,775
-31,075
| -38% | -$1.15M | 0.37% | 104 |
|
|
2014
Q4 | $2.63M | Buy |
80,850
+17,000
| +27% | +$553K | 0.57% | 72 |
|
|
2014
Q3 | $1.86M | Buy |
+63,850
| New | +$1.86M | 0.49% | 82 |
|
|
2013
Q4 | – | Sell |
-58,500
| Closed | -$1.49M | – | 134 |
|
|
2013
Q3 | $1.49M | Buy |
+58,500
| New | +$1.49M | 0.53% | 80 |
|