TFO Wealth Partners’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$305 | – | 739 |
|
|
2024
Q1 | $305 | Hold |
6
| – | – | ﹤0.01% | 398 |
|
|
2023
Q4 | $305 | Sell |
6
-8
| -57% | -$407 | ﹤0.01% | 516 |
|
|
2023
Q3 | $529 | Buy |
14
+8
| +133% | +$302 | ﹤0.01% | 444 |
|
|
2023
Q2 | $227 | Hold |
6
| – | – | ﹤0.01% | 472 |
|
|
2023
Q1 | $237 | Sell |
6
-10
| -63% | -$395 | ﹤0.01% | 435 |
|
|
2022
Q4 | $2.27K | Buy |
+16
| New | +$2.27K | ﹤0.01% | 240 |
|