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Montag & Associates’s Webster Financial WBS Stock Holding History

Montag & Associates’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-900
Closed -$34K – 936
2023
Q2 		$34K Buy
+900
New +$34K ﹤0.01% 611