Simplicity Wealth’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,619	Closed	-$245K	–	1211
2024 Q2	$245K	Sell	5,619 -341	-6%	-$14.9K	0.01%	1022
2024 Q1	$303K	Buy	+5,960	New	+$303K	0.01%	913