Valeo Financial Advisors’s Webster Financial WBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-25
Closed -$1K 2086
2020
Q2
$1K Sell
25
-19
-43% -$760 ﹤0.01% 1898
2020
Q1
$1K Buy
+44
New +$1K ﹤0.01% 1679
2018
Q1
Hold
0
1638
2017
Q4
Hold
0
1495