A non-firm quote that requires conditions to be worked out between the sides, before the trade.
Author: todorm
Withdrawal Plan
A financial plan that allows shareholders to withdraw money from a mutual fund or another investment account at specific intervals.
White Knight
An individual or a company that saves a company from a hostile takeover by acquiring the firm at a fair consideration instead.
Weighted-Average Maturity
The average time until a portfolio’s securities mature, comparative to the amount invested in the portfolio.
Wash-Sale Rule
A regulation that prohibits a taxpayer from claiming a loss on the sale of stock while still maintaining a position.
Warrant
A warrant allows the holder to buy or sell shares of stock to or from the issuing public company at a certain price before a given date.
Voting Trust
A legal trust created to combine the voting power of shareholders by temporarily transferring their shares to the trustee.
Volume
The amount of a certain security that was traded during a given period of time.
Volatility
The degree of variation of a trading price series over time.
Up-Tick Rule
A trading restriction that states that short selling a stock is only allowed on an uptick.