Sageworth Trust’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 |
-171
| Closed | -$6.74K | – | 439 |
|
|
2023
Q1 | $6.74K | Buy |
+171
| New | +$6.74K | ﹤0.01% | 337 |
|
|
2022
Q1 | – | Sell |
-94
| Closed | -$5K | – | 777 |
|
|
2021
Q4 | $5K | Sell |
94
-316
| -77% | -$16.8K | ﹤0.01% | 412 |
|
|
2021
Q3 | $22K | Hold |
410
| – | – | ﹤0.01% | 348 |
|
|
2021
Q2 | $22K | Buy |
+410
| New | +$22K | ﹤0.01% | 374 |
|