Parallax Volatility Advisers’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-20,451
| Closed | -$354K | – | 2547 |
|
2019
Q1 | $354K | Buy |
20,451
+18,037
| +747% | +$312K | ﹤0.01% | 495 |
|
2018
Q4 | $44K | Sell |
2,414
-410
| -15% | -$7.47K | ﹤0.01% | 935 |
|
2018
Q3 | $60K | Sell |
2,824
-180
| -6% | -$3.82K | ﹤0.01% | 586 |
|
2018
Q2 | $54K | Buy |
3,004
+798
| +36% | +$14.3K | ﹤0.01% | 547 |
|
2018
Q1 | $45K | Sell |
2,206
-650
| -23% | -$13.3K | ﹤0.01% | 686 |
|
2017
Q4 | $64K | Sell |
2,856
-5,608
| -66% | -$126K | ﹤0.01% | 1961 |
|
2017
Q3 | $170K | Buy |
8,464
+6,144
| +265% | +$123K | ﹤0.01% | 395 |
|
2017
Q2 | $44K | Buy |
2,320
+653
| +39% | +$12.4K | ﹤0.01% | 509 |
|
2017
Q1 | $28K | Buy |
+1,667
| New | +$28K | ﹤0.01% | 677 |
|