Sowell Financial Services’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-4,310
| Closed | -$240K | – | 2719 |
|
2021
Q1 | $240K | Buy |
4,310
+668
| +18% | +$37.2K | 0.01% | 948 |
|
2020
Q4 | $154K | Buy |
3,642
+2,847
| +358% | +$120K | 0.01% | 962 |
|
2020
Q3 | $21K | Buy |
795
+750
| +1,667% | +$19.8K | ﹤0.01% | 1551 |
|
2020
Q2 | $1K | Sell |
45
-22
| -33% | -$489 | ﹤0.01% | 2389 |
|
2020
Q1 | $2K | Hold |
67
| – | – | ﹤0.01% | 2136 |
|
2019
Q4 | $4K | Hold |
67
| – | – | ﹤0.01% | 2015 |
|
2019
Q3 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 1992 |
|