Element Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-14,465
| Closed | -$262K | – | 1017 |
|
|
2018
Q4 | $262K | Buy |
14,465
+3,308
| +30% | +$59.9K | 0.01% | 492 |
|
|
2018
Q3 | $236K | Buy |
+11,157
| New | +$236K | ﹤0.01% | 691 |
|
|
2018
Q2 | – | Sell |
-14,369
| Closed | -$290K | – | 1077 |
|
|
2018
Q1 | $290K | Buy |
+14,369
| New | +$290K | 0.01% | 495 |
|