Waddell & Reed Financial’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-231,056
| Closed | -$5.84M | – | 516 |
|
|
2018
Q4 | $5.84M | Sell |
231,056
-170,642
| -42% | -$4.31M | 0.02% | 442 |
|
|
2018
Q3 | $12.9M | Buy |
401,698
+13,498
| +3% | +$433K | 0.03% | 380 |
|
|
2018
Q2 | $12M | Sell |
388,200
-164,900
| -30% | -$5.09M | 0.03% | 392 |
|
|
2018
Q1 | $15M | Sell |
553,100
-45,000
| -8% | -$1.22M | 0.03% | 370 |
|
|
2017
Q4 | $15.3M | Buy |
+598,100
| New | +$15.3M | 0.03% | 366 |
|