Waddell & Reed Financial’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-532,615
| Closed | -$21.1M | – | 516 |
|
|
2020
Q4 | $21.1M | Buy |
532,615
+203,619
| +62% | +$8.08M | 0.04% | 349 |
|
|
2020
Q3 | $13.7M | Sell |
328,996
-38,943
| -11% | -$1.62M | 0.03% | 357 |
|
|
2020
Q2 | $15.5M | Sell |
367,939
-3,717
| -1% | -$156K | 0.04% | 347 |
|
|
2020
Q1 | $7.17M | Buy |
371,656
+271,656
| +272% | +$5.24M | 0.02% | 362 |
|
|
2019
Q4 | $3.85M | Buy |
+100,000
| New | +$3.85M | 0.01% | 427 |
|