Sonen Capital’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 |
-11,002
| Closed | -$434K | – | 101 |
|
|
2023
Q1 | $434K | Sell |
11,002
-3,600
| -25% | -$142K | 0.74% | 45 |
|
|
2022
Q4 | $691K | Hold |
14,602
| – | – | 1.13% | 31 |
|
|
2022
Q3 | $660K | Buy |
14,602
+4,000
| +38% | +$181K | 1.07% | 33 |
|
|
2022
Q2 | $447K | Hold |
10,602
| – | – | 0.64% | 60 |
|
|
2022
Q1 | $595K | Buy |
+10,602
| New | +$595K | 0.72% | 52 |
|