WBI Investments’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,156
| Closed | -$344K | – | 238 |
|
|
2020
Q4 | $344K | Sell |
8,156
-2,932
| -26% | -$124K | 0.05% | 133 |
|
|
2020
Q3 | $293K | Sell |
11,088
-5,491
| -33% | -$145K | 0.05% | 102 |
|
|
2020
Q2 | $474K | Buy |
+16,579
| New | +$474K | 0.08% | 82 |
|
|
2018
Q1 | – | Sell |
-19,643
| Closed | -$1.1M | – | 334 |
|
|
2017
Q4 | $1.1M | Buy |
+19,643
| New | +$1.1M | 0.05% | 195 |
|
|
2016
Q4 | – | Sell |
-293,325
| Closed | -$11.1M | – | 408 |
|
|
2016
Q3 | $11.1M | Buy |
+293,325
| New | +$11.1M | 0.43% | 52 |
|
|
2015
Q1 | – | Sell |
-75,519
| Closed | -$2.46M | – | 272 |
|
|
2014
Q4 | $2.46M | Buy |
75,519
+5,178
| +7% | +$168K | 0.07% | 142 |
|
|
2014
Q3 | $2.05M | Buy |
+70,341
| New | +$2.05M | 0.06% | 125 |
|