Wealthspire Advisors (Maryland)’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-211
| Closed | -$11K | – | 2065 |
|
|
2019
Q1 | $11K | Buy |
211
+197
| +1,407% | +$10.3K | ﹤0.01% | 1507 |
|
|
2018
Q4 | $1K | Buy |
14
+3
| +27% | +$214 | ﹤0.01% | 2346 |
|
|
2018
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 2332 |
|
|
2018
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 2372 |
|
|
2018
Q1 | $1K | Sell |
11
-22
| -67% | -$2K | ﹤0.01% | 2413 |
|
|
2017
Q4 | $2K | Buy |
33
+6
| +22% | +$364 | ﹤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% | -$12.6K | ﹤0.01% | 1849 |
|
|
2016
Q4 | $20K | Sell |
366
-2,488
| -87% | -$136K | ﹤0.01% | 1024 |
|
|
2016
Q3 | $108K | Hold |
2,854
| – | – | 0.02% | 550 |
|
|
2016
Q2 | $97K | Buy |
2,854
+1,048
| +58% | +$35.6K | 0.02% | 539 |
|
|
2016
Q1 | $65K | Buy |
1,806
+150
| +9% | +$5.4K | 0.01% | 634 |
|
|
2015
Q4 | $62K | Buy |
+1,656
| New | +$62K | 0.01% | 662 |
|