Shine Investment Advisory Services’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-93
| Closed | -$3K | – | 774 |
|
|
2020
Q2 | $3K | Sell |
93
-91
| -49% | -$2.94K | ﹤0.01% | 693 |
|
|
2020
Q1 | $4K | Hold |
184
| – | – | ﹤0.01% | 645 |
|
|
2019
Q4 | $10K | Buy |
184
+55
| +43% | +$2.99K | ﹤0.01% | 580 |
|
|
2019
Q3 | $6K | Hold |
129
| – | – | ﹤0.01% | 644 |
|
|
2019
Q2 | $6K | Hold |
129
| – | – | ﹤0.01% | 611 |
|
|
2019
Q1 | $7K | Hold |
129
| – | – | ﹤0.01% | 605 |
|
|
2018
Q4 | $6K | Sell |
129
-35
| -21% | -$1.63K | ﹤0.01% | 603 |
|
|
2018
Q3 | $10K | Hold |
164
| – | – | 0.01% | 525 |
|
|
2018
Q2 | $10K | Hold |
164
| – | – | 0.01% | 530 |
|
|
2018
Q1 | $9K | Hold |
164
| – | – | ﹤0.01% | 544 |
|
|
2017
Q4 | $9K | Hold |
164
| – | – | ﹤0.01% | 555 |
|
|
2017
Q3 | $9K | Hold |
164
| – | – | ﹤0.01% | 547 |
|
|
2017
Q2 | $9K | Buy |
+164
| New | +$9K | ﹤0.01% | 541 |
|