Waddell & Reed Financial’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $9.85M | Buy |
47,083
+641
| +1% | +$134K | 0.02% | 402 |
|
|
2020
Q4 | $9.45M | Sell |
46,442
-1,102
| -2% | -$224K | 0.02% | 403 |
|
|
2020
Q3 | $6.61M | Sell |
47,544
-2,057
| -4% | -$286K | 0.02% | 413 |
|
|
2020
Q2 | $8.19M | Buy |
49,601
+1,347
| +3% | +$222K | 0.02% | 387 |
|
|
2020
Q1 | $5.05M | Sell |
48,254
-422
| -0.9% | -$44.1K | 0.02% | 389 |
|
|
2019
Q4 | $10.2M | Sell |
48,676
-17,562
| -27% | -$3.68M | 0.03% | 390 |
|
|
2019
Q3 | $13.4M | Sell |
66,238
-5,935
| -8% | -$1.2M | 0.03% | 369 |
|
|
2019
Q2 | $15M | Sell |
72,173
-2,551
| -3% | -$531K | 0.04% | 380 |
|
|
2019
Q1 | $14.3M | Sell |
74,724
-3,932
| -5% | -$755K | 0.04% | 392 |
|
|
2018
Q4 | $11M | Sell |
78,656
-16,827
| -18% | -$2.36M | 0.03% | 407 |
|
|
2018
Q3 | $19.2M | Sell |
95,483
-5,167
| -5% | -$1.04M | 0.04% | 340 |
|
|
2018
Q2 | $19.2M | Sell |
100,650
-26,640
| -21% | -$5.07M | 0.04% | 339 |
|
|
2018
Q1 | $19.9M | Sell |
127,290
-4,550
| -3% | -$713K | 0.05% | 331 |
|
|
2017
Q4 | $18.6M | Sell |
131,840
-11,732
| -8% | -$1.66M | 0.04% | 342 |
|
|
2017
Q3 | $16.1M | Sell |
143,572
-3,450
| -2% | -$387K | 0.04% | 355 |
|
|
2017
Q2 | $15.3M | Sell |
147,022
-484,998
| -77% | -$50.6M | 0.03% | 366 |
|
|
2017
Q1 | $65.4M | Buy |
632,020
+9,352
| +2% | +$968K | 0.14% | 183 |
|
|
2016
Q4 | $69.5M | Buy |
622,668
+479,808
| +336% | +$53.5M | 0.15% | 174 |
|
|
2016
Q3 | $15.4M | Sell |
142,860
-99,924
| -41% | -$10.8M | 0.03% | 353 |
|
|
2016
Q2 | $21.5M | Buy |
242,784
+138,669
| +133% | +$12.3M | 0.05% | 294 |
|
|
2016
Q1 | $8.68M | Buy |
+104,115
| New | +$8.68M | 0.02% | 418 |
|