WRF
Waddell & Reed Financial’s Powell Industries POWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-39,698
| Closed | -$1.62M | – | 580 |
|
|
2014
Q3 | $1.62M | Sell |
39,698
-149,302
| -79% | -$6.1M | ﹤0.01% | 527 |
|
|
2014
Q2 | $12.4M | Hold |
189,000
| – | – | 0.02% | 400 |
|
|
2014
Q1 | $12.2M | Buy |
189,000
+23,200
| +14% | +$1.5M | 0.02% | 395 |
|
|
2013
Q4 | $11.1M | Buy |
165,800
+58,100
| +54% | +$3.89M | 0.02% | 409 |
|
|
2013
Q3 | $6.6M | Buy |
107,700
+27,900
| +35% | +$1.71M | 0.01% | 458 |
|
|
2013
Q2 | $4.12M | Buy |
+79,800
| New | +$4.12M | 0.01% | 470 |
|