Sigma Planning Corp’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,029
| Closed | -$234K | – | 1254 |
|
|
2024
Q3 | $234K | Sell |
5,029
-535
| -10% | -$24.9K | 0.01% | 1064 |
|
|
2024
Q2 | $243K | Hold |
5,564
| – | – | 0.01% | 1006 |
|
|
2024
Q1 | $282K | Buy |
+5,564
| New | +$282K | 0.01% | 987 |
|
|
2023
Q4 | – | Sell |
-5,543
| Closed | -$223K | – | 1175 |
|
|
2023
Q3 | $223K | Buy |
5,543
+18
| +0.3% | +$726 | 0.01% | 1046 |
|
|
2023
Q2 | $209K | Sell |
5,525
-54
| -1% | -$2.04K | 0.01% | 1083 |
|
|
2023
Q1 | $220K | Hold |
5,579
| – | – | 0.01% | 1137 |
|
|
2022
Q4 | $264K | Hold |
5,579
| – | – | 0.01% | 1018 |
|
|
2022
Q3 | $252K | Hold |
5,579
| – | – | 0.01% | 1005 |
|
|
2022
Q2 | $235K | Hold |
5,579
| – | – | 0.01% | 1092 |
|
|
2022
Q1 | $313K | Buy |
5,579
+54
| +1% | +$3.03K | 0.01% | 1033 |
|
|
2021
Q4 | $309K | Hold |
5,525
| – | – | 0.01% | 1051 |
|
|
2021
Q3 | $301K | Hold |
5,525
| – | – | 0.01% | 1050 |
|
|
2021
Q2 | $295K | Hold |
5,525
| – | – | 0.01% | 1076 |
|
|
2021
Q1 | $304K | Hold |
5,525
| – | – | 0.01% | 971 |
|
|
2020
Q4 | $233K | Buy |
+5,525
| New | +$233K | 0.01% | 1004 |
|