Waddell & Reed Financial’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-13,899
| Closed | -$403K | – | 548 |
|
|
2018
Q2 | $403K | Buy |
+13,899
| New | +$403K | ﹤0.01% | 532 |
|
|
2018
Q1 | – | Sell |
-13,200
| Closed | -$385K | – | 536 |
|
|
2017
Q4 | $385K | Buy |
13,200
+4,000
| +43% | +$117K | ﹤0.01% | 515 |
|
|
2017
Q3 | $279K | Sell |
9,200
-3,200
| -26% | -$97K | ﹤0.01% | 514 |
|
|
2017
Q2 | $380K | Buy |
+12,400
| New | +$380K | ﹤0.01% | 524 |
|