Waddell & Reed Financial’s PDF Solutions PDFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-368,300
| Closed | -$5.78M | – | 544 |
|
2017
Q4 | $5.78M | Buy |
368,300
+8,000
| +2% | +$126K | 0.01% | 463 |
|
2017
Q3 | $5.58M | Buy |
360,300
+25,700
| +8% | +$398K | 0.01% | 459 |
|
2017
Q2 | $5.5M | Buy |
334,600
+10,300
| +3% | +$169K | 0.01% | 477 |
|
2017
Q1 | $7.34M | Hold |
324,300
| – | – | 0.02% | 460 |
|
2016
Q4 | $7.31M | Hold |
324,300
| – | – | 0.02% | 460 |
|
2016
Q3 | $5.89M | Buy |
324,300
+32,400
| +11% | +$589K | 0.01% | 479 |
|
2016
Q2 | $4.08M | Hold |
291,900
| – | – | 0.01% | 511 |
|
2016
Q1 | $3.91M | Buy |
291,900
+32,700
| +13% | +$437K | 0.01% | 506 |
|
2015
Q4 | $2.81M | Buy |
259,200
+28,100
| +12% | +$305K | ﹤0.01% | 559 |
|
2015
Q3 | $2.31M | Buy |
+231,100
| New | +$2.31M | ﹤0.01% | 557 |
|