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TCI Wealth Advisors’s Webster Financial WBS Stock Holding History

TCI Wealth Advisors’s Portfolio WBS Stock Details WBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,343
Closed -$132K – 2218
2023
Q1 		$132K Buy
3,343
+1
+0% +$39 0.02% 237
2022
Q4 		$158K Hold
3,342
– – 0.02% 197
2022
Q3 		$151K Sell
3,342
-276
-8% -$12.5K 0.02% 190
2022
Q2 		$152K Sell
3,618
-460
-11% -$19.3K 0.02% 197
2022
Q1 		$229K Buy
4,078
+3,903
+2,230% +$219K 0.03% 162
2021
Q4 		$10K Hold
175
– – ﹤0.01% 1204
2021
Q3 		$10K Buy
175
+108
+161% +$6.17K ﹤0.01% 1110
2021
Q2 		$4K Hold
67
– – ﹤0.01% 1632
2021
Q1 		$4K Hold
67
– – ﹤0.01% 1418
2020
Q4 		$3K Hold
67
– – ﹤0.01% 1124
2020
Q3 		$2K Hold
67
– – ﹤0.01% 1187
2020
Q2 		$2K Hold
67
– – ﹤0.01% 1134
2020
Q1 		$2K Sell
67
-9
-12% -$269 ﹤0.01% 1111
2019
Q4 		$4K Hold
76
– – ﹤0.01% 960
2019
Q3 		$4K Buy
76
+9
+13% +$474 ﹤0.01% 896
2019
Q2 		$3K Hold
67
– – ﹤0.01% 937
2019
Q1 		$3K Hold
67
– – ﹤0.01% 945
2018
Q4 		$3K Hold
67
– – ﹤0.01% 920
2018
Q3 		$4K Hold
67
– – ﹤0.01% 854
2018
Q2 		$4K Hold
67
– – ﹤0.01% 881
2018
Q1 		$4K Hold
67
– – ﹤0.01% 801
2017
Q4 		$4K Hold
67
– – ﹤0.01% 854
2017
Q3 		$4K Hold
67
– – ﹤0.01% 800
2017
Q2 		$3K Hold
67
– – ﹤0.01% 918
2017
Q1 		$3K Hold
67
– – ﹤0.01% 872
2016
Q4 		$4K Hold
67
– – ﹤0.01% 855
2016
Q3 		$3K Hold
67
– – ﹤0.01% 898
2016
Q2 		$2K Hold
67
– – ﹤0.01% 973
2016
Q1 		$2K Hold
67
– – ﹤0.01% 984
2015
Q4 		$2K Hold
67
– – ﹤0.01% 893
2015
Q3 		$2K Hold
67
– – ﹤0.01% 825
2015
Q2 		$3K Hold
67
– – ﹤0.01% 756
2015
Q1 		$2K Hold
67
– – ﹤0.01% 758
2014
Q4 		$2K Hold
67
– – ﹤0.01% 761
2014
Q3 		$2K Hold
67
– – ﹤0.01% 761
2014
Q2 		$2K Hold
67
– – ﹤0.01% 782
2014
Q1 		$2K Hold
67
– – ﹤0.01% 744
2013
Q4 		$2K Hold
67
– – ﹤0.01% 730
2013
Q3 		$2K Hold
67
– – ﹤0.01% 654
2013
Q2 		$2K Buy
+67
New +$2K ﹤0.01% 616