Veritable’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,564
| Closed | -$259K | – | 919 |
|
|
2023
Q1 | $259K | Buy |
6,564
+864
| +15% | +$34.1K | ﹤0.01% | 734 |
|
|
2022
Q4 | $270K | Buy |
+5,700
| New | +$270K | ﹤0.01% | 687 |
|
|
2022
Q2 | – | Sell |
-4,028
| Closed | -$226K | – | 969 |
|
|
2022
Q1 | $226K | Buy |
+4,028
| New | +$226K | ﹤0.01% | 816 |
|