Waddell & Reed Financial’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-99,252
| Closed | -$6.63M | – | 573 |
|
|
2016
Q3 | $6.63M | Sell |
99,252
-4,700
| -5% | -$314K | 0.01% | 456 |
|
|
2016
Q2 | $6.9M | Sell |
103,952
-17,900
| -15% | -$1.19M | 0.01% | 440 |
|
|
2016
Q1 | $7.61M | Sell |
121,852
-37,700
| -24% | -$2.36M | 0.01% | 431 |
|
|
2015
Q4 | $8.7M | Sell |
159,552
-12,950
| -8% | -$706K | 0.01% | 431 |
|
|
2015
Q3 | $9.62M | Buy |
172,502
+69,700
| +68% | +$3.88M | 0.02% | 410 |
|
|
2015
Q2 | $6.37M | Sell |
102,802
-3,600
| -3% | -$223K | 0.01% | 478 |
|
|
2015
Q1 | $7.37M | Buy |
+106,402
| New | +$7.37M | 0.01% | 464 |
|