Rossmore Private Capital’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,006
| Closed | -$203K | – | 236 |
|
|
2024
Q1 | $203K | Hold |
4,006
| – | – | 0.03% | 229 |
|
|
2023
Q4 | $203K | Buy |
+4,006
| New | +$203K | 0.03% | 227 |
|
|
2023
Q1 | – | Sell |
-4,477
| Closed | -$212K | – | 234 |
|
|
2022
Q4 | $212K | Hold |
4,477
| – | – | 0.03% | 216 |
|
|
2022
Q3 | $202K | Buy |
+4,477
| New | +$202K | 0.04% | 213 |
|
|
2022
Q2 | – | Sell |
-4,477
| Closed | -$251K | – | 240 |
|
|
2022
Q1 | $251K | Hold |
4,477
| – | – | 0.04% | 207 |
|
|
2021
Q4 | $250K | Hold |
4,477
| – | – | 0.04% | 207 |
|
|
2021
Q3 | $244K | Hold |
4,477
| – | – | 0.04% | 204 |
|
|
2021
Q2 | $239K | Hold |
4,477
| – | – | 0.04% | 208 |
|
|
2021
Q1 | $247K | Buy |
+4,477
| New | +$247K | 0.05% | 191 |
|