WealthPLAN Partners’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,168	Closed	-$120K	–	1172
2023 Q2	$120K	Hold	3,168	–	–	0.02%	371
2023 Q1	$125K	Buy	+3,168	New	+$125K	0.01%	377