SFS
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Sowell Financial Services’s Webster Financial WBS Stock Holding History

Sowell Financial Services’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,310
Closed -$240K – 2718
2021
Q1 		$240K Buy
4,310
+668
+18% +$35.6K 0.01% 948
2020
Q4 		$154K Buy
3,642
+2,847
+358% +$103K 0.01% 962
2020
Q3 		$21K Buy
795
+750
+1,667% +$20.3K ﹤0.01% 1551
2020
Q2 		$1K Sell
45
-22
-33% -$583 ﹤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 +$3.17K ﹤0.01% 1992

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