YHB Investment Advisors’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,181
| Closed | -$223K | – | 187 |
|
|
2019
Q4 | $223K | Sell |
4,181
-558
| -12% | -$29.8K | 0.03% | 177 |
|
|
2019
Q3 | $222K | Sell |
4,739
-80
| -2% | -$3.75K | 0.03% | 180 |
|
|
2019
Q2 | $230K | Hold |
4,819
| – | – | 0.04% | 176 |
|
|
2019
Q1 | $244K | Buy |
4,819
+571
| +13% | +$28.9K | 0.04% | 172 |
|
|
2018
Q4 | $209K | Hold |
4,248
| – | – | 0.04% | 171 |
|
|
2018
Q3 | $250K | Hold |
4,248
| – | – | 0.04% | 172 |
|
|
2018
Q2 | $271K | Sell |
4,248
-200
| -4% | -$12.8K | 0.04% | 164 |
|
|
2018
Q1 | $246K | Hold |
4,448
| – | – | 0.04% | 166 |
|
|
2017
Q4 | $250K | Sell |
4,448
-240
| -5% | -$13.5K | 0.04% | 171 |
|
|
2017
Q3 | $246K | Hold |
4,688
| – | – | 0.04% | 166 |
|
|
2017
Q2 | $245K | Hold |
4,688
| – | – | 0.04% | 165 |
|
|
2017
Q1 | $238K | Sell |
4,688
-212
| -4% | -$10.8K | 0.05% | 163 |
|
|
2016
Q4 | $266K | Buy |
+4,900
| New | +$266K | 0.06% | 151 |
|
|
2015
Q3 | – | Sell |
-5,154
| Closed | -$204K | – | 168 |
|
|
2015
Q2 | $204K | Buy |
+5,154
| New | +$204K | 0.04% | 166 |
|
|
2014
Q2 | – | Sell |
-6,628
| Closed | -$206K | – | 154 |
|
|
2014
Q1 | $206K | Buy |
+6,628
| New | +$206K | 0.05% | 147 |
|