OWA
Outlook Wealth Advisors’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,921
| Closed | -$707K | – | 297 |
|
|
2024
Q1 | $707K | Sell |
13,921
-1,409
| -9% | -$71.5K | 0.22% | 97 |
|
|
2023
Q4 | $778K | Sell |
15,330
-3,799
| -20% | -$193K | 0.27% | 74 |
|
|
2023
Q3 | $771K | Buy |
19,129
+341
| +2% | +$13.7K | 0.29% | 81 |
|
|
2023
Q2 | $709K | Buy |
18,788
+6,453
| +52% | +$244K | 0.27% | 97 |
|
|
2023
Q1 | $486K | Buy |
+12,335
| New | +$486K | 0.22% | 113 |
|