SOA Wealth Advisors’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-797
| Closed | -$30.1K | – | 962 |
|
|
2023
Q2 | $30.1K | Buy |
797
+9
| +1% | +$340 | 0.01% | 355 |
|
|
2023
Q1 | $31.1K | Buy |
788
+6
| +0.8% | +$237 | 0.01% | 348 |
|
|
2022
Q4 | $37K | Buy |
782
+6
| +0.8% | +$284 | 0.01% | 314 |
|
|
2022
Q3 | $35K | Sell |
776
-764
| -50% | -$34.5K | 0.01% | 306 |
|
|
2022
Q2 | $64K | Buy |
1,540
+12
| +0.8% | +$499 | 0.02% | 241 |
|
|
2022
Q1 | $85K | Buy |
+1,528
| New | +$85K | 0.02% | 247 |
|