Oliver Luxxe Assets’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-55,553
| Closed | -$2.82M | – | 195 |
|
|
2023
Q4 | $2.82M | Buy |
55,553
+1,242
| +2% | +$63K | 0.66% | 56 |
|
|
2023
Q3 | $2.19M | Buy |
54,311
+1,140
| +2% | +$46K | 0.56% | 60 |
|
|
2023
Q2 | $2.01M | Buy |
+53,171
| New | +$2.01M | 0.5% | 68 |
|
|
2023
Q1 | – | Sell |
-42,508
| Closed | -$2.01M | – | 199 |
|
|
2022
Q4 | $2.01M | Buy |
+42,508
| New | +$2.01M | 0.56% | 67 |
|
|
2022
Q2 | – | Sell |
-8,548
| Closed | -$480K | – | 212 |
|
|
2022
Q1 | $480K | Buy |
+8,548
| New | +$480K | 0.12% | 143 |
|