Addenda Capital’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-34,817
| Closed | -$1.72M | – | 128 |
|
|
2015
Q1 | $1.72M | Sell |
34,817
-10,677
| -23% | -$528K | 0.15% | 99 |
|
|
2014
Q4 | $2.27M | Buy |
45,494
+4,090
| +10% | +$204K | 0.18% | 92 |
|
|
2014
Q3 | $2.14M | Buy |
41,404
+10,562
| +34% | +$546K | 0.19% | 89 |
|
|
2014
Q2 | $1.93M | Buy |
30,842
+573
| +2% | +$35.9K | 0.16% | 94 |
|
|
2014
Q1 | $2.23M | Buy |
30,269
+3,029
| +11% | +$223K | 0.2% | 88 |
|
|
2013
Q4 | $1.77M | Sell |
27,240
-1,450
| -5% | -$94.4K | 0.16% | 98 |
|
|
2013
Q3 | $1.48M | Buy |
28,690
+1,010
| +4% | +$52K | 0.14% | 98 |
|
|
2013
Q2 | $1.19M | Buy |
+27,680
| New | +$1.19M | 0.12% | 102 |
|