Penserra Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,092
| Closed | -$22K | – | 605 |
|
|
2017
Q3 | $22K | Sell |
1,092
-167
| -13% | -$3.36K | 0.01% | 359 |
|
|
2017
Q2 | $23K | Buy |
1,259
+29
| +2% | +$530 | 0.01% | 346 |
|
|
2017
Q1 | $20K | Sell |
1,230
-123
| -9% | -$2K | ﹤0.01% | 385 |
|
|
2016
Q4 | $26K | Buy |
1,353
+181
| +15% | +$3.48K | ﹤0.01% | 499 |
|
|
2016
Q3 | $21K | Buy |
1,172
+322
| +38% | +$5.77K | ﹤0.01% | 492 |
|
|
2016
Q2 | $15K | Sell |
850
-18
| -2% | -$318 | ﹤0.01% | 512 |
|
|
2016
Q1 | $20 | Sell |
868
-102
| -11% | -$2 | ﹤0.01% | 450 |
|
|
2015
Q4 | $28K | Buy |
+970
| New | +$28K | ﹤0.01% | 353 |
|