Ridgewood Investments’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,775
| Closed | -$70K | – | 865 |
|
|
2023
Q1 | $70K | Buy |
+1,775
| New | +$70K | 0.04% | 289 |
|
|
2022
Q1 | – | Sell |
-8,799
| Closed | -$491K | – | 214 |
|
|
2021
Q4 | $491K | Sell |
8,799
-6,914
| -44% | -$386K | 0.31% | 106 |
|
|
2021
Q3 | $856K | Buy |
15,713
+2,736
| +21% | +$149K | 0.58% | 57 |
|
|
2021
Q2 | $692K | Sell |
12,977
-248
| -2% | -$13.2K | 0.44% | 80 |
|
|
2021
Q1 | $729K | Sell |
13,225
-902
| -6% | -$49.7K | 0.45% | 77 |
|
|
2020
Q4 | $373K | Hold |
14,127
| – | – | 0.29% | 110 |
|
|
2020
Q3 | $373K | Sell |
14,127
-1,935
| -12% | -$51.1K | 0.29% | 111 |
|
|
2020
Q2 | $460K | Sell |
16,062
-1,063
| -6% | -$30.4K | 0.38% | 96 |
|
|
2020
Q1 | $392K | Buy |
17,125
+1,376
| +9% | +$31.5K | 0.4% | 79 |
|
|
2019
Q4 | $840K | Buy |
15,749
+1,624
| +11% | +$86.6K | 0.6% | 44 |
|
|
2019
Q3 | $662K | Buy |
14,125
+2,385
| +20% | +$112K | 0.52% | 56 |
|
|
2019
Q2 | $561K | Buy |
11,740
+6,843
| +140% | +$327K | 0.44% | 66 |
|
|
2019
Q1 | $248K | Buy |
+4,897
| New | +$248K | 0.2% | 148 |
|