Wealthspire Advisors (Maryland)’s Webster Financial WBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-211	Closed	-$11K	–	2067
2019 Q1	$11K	Buy	211 +197	+1,407%	+$10.7K	﹤0.01%	1507
2018 Q4	$1K	Buy	14 +3	+27%	+$171	﹤0.01%	2347
2018 Q3	$1K	Hold	11	–	–	﹤0.01%	2334
2018 Q2	$1K	Hold	11	–	–	﹤0.01%	2374
2018 Q1	$1K	Sell	11 -22	-67%	-$1.24K	﹤0.01%	2413
2017 Q4	$2K	Buy	33 +6	+22%	+$328	﹤0.01%	2183
2017 Q3	$1K	Hold	27	–	–	﹤0.01%	2158
2017 Q2	$1K	Hold	27	–	–	﹤0.01%	2129
2017 Q1	$1K	Sell	27 -339	-93%	-$18.1K	﹤0.01%	1849
2016 Q4	$20K	Sell	366 -2,488	-87%	-$114K	﹤0.01%	1024
2016 Q3	$108K	Hold	2,854	–	–	0.02%	550
2016 Q2	$97K	Buy	2,854 +1,048	+58%	+$38.2K	0.02%	539
2016 Q1	$65K	Buy	1,806 +150	+9%	+$5.14K	0.01%	634
2015 Q4	$62K	Buy	+1,656	New	+$62.7K	0.01%	662