SMDAM
Sumitomo Mitsui DS Asset Management’s Webster Financial WBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,437
| Closed | -$582K | – | 806 |
|
|
2023
Q3 | $582K | Sell |
14,437
-42
| -0.3% | -$1.69K | 0.01% | 658 |
|
|
2023
Q2 | $547K | Hold |
14,479
| – | – | 0.01% | 667 |
|
|
2023
Q1 | $571K | Buy |
14,479
+4,318
| +42% | +$170K | 0.01% | 646 |
|
|
2022
Q4 | $481K | Hold |
10,161
| – | – | 0.01% | 656 |
|
|
2022
Q3 | $459K | Buy |
10,161
+112
| +1% | +$5.06K | 0.01% | 644 |
|
|
2022
Q2 | $424K | Hold |
10,049
| – | – | 0.01% | 658 |
|
|
2022
Q1 | $564K | Buy |
+10,049
| New | +$564K | 0.01% | 633 |
|