Sound Income Strategies’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 |
-15,692
| Closed | -$684K | – | 1509 |
|
|
2024
Q2 | $684K | Buy |
15,692
+14,891
| +1,859% | +$649K | 0.04% | 144 |
|
|
2024
Q1 | $40.7K | Sell |
801
-15,551
| -95% | -$790K | ﹤0.01% | 450 |
|
|
2023
Q4 | $830K | Buy |
+16,352
| New | +$830K | 0.07% | 124 |
|
|
2022
Q3 | – | Sell |
-304
| Closed | -$13K | – | 992 |
|
|
2022
Q2 | $13K | Buy |
+304
| New | +$13K | ﹤0.01% | 432 |
|
|
2021
Q2 | – | Sell |
-160
| Closed | -$8.82K | – | 1047 |
|
|
2021
Q1 | $8.82K | Hold |
160
| – | – | ﹤0.01% | 518 |
|
|
2020
Q4 | $7K | Hold |
160
| – | – | ﹤0.01% | 538 |
|
|
2020
Q3 | $4K | Hold |
160
| – | – | ﹤0.01% | 592 |
|
|
2020
Q2 | $5K | Hold |
160
| – | – | ﹤0.01% | 513 |
|
|
2020
Q1 | $4K | Hold |
160
| – | – | ﹤0.01% | 505 |
|
|
2019
Q4 | $9K | Hold |
160
| – | – | ﹤0.01% | 357 |
|
|
2019
Q3 | $7K | Buy |
+160
| New | +$7K | ﹤0.01% | 387 |
|