Sterling Financial Planning’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,852
| Closed | -$246K | – | 108 |
|
|
2023
Q4 | $246K | Buy |
+4,852
| New | +$246K | 0.11% | 92 |
|
|
2023
Q3 | – | Sell |
-5,955
| Closed | -$225K | – | 99 |
|
|
2023
Q2 | $225K | Hold |
5,955
| – | – | 0.11% | 92 |
|
|
2023
Q1 | $235K | Hold |
5,955
| – | – | 0.13% | 89 |
|
|
2022
Q4 | $282K | Hold |
5,955
| – | – | 0.17% | 79 |
|
|
2022
Q3 | $269K | Hold |
5,955
| – | – | 0.19% | 76 |
|
|
2022
Q2 | $251K | Hold |
5,955
| – | – | 0.18% | 83 |
|
|
2022
Q1 | $334K | Buy |
+5,955
| New | +$334K | 0.21% | 68 |
|