AL
WDR
Airain Ltd’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-11,787
| Closed | -$230K | – | 1037 |
|
|
2016
Q4 | $230K | Buy |
+11,787
| New | +$230K | 0.02% | 570 |
|
|
2016
Q3 | – | Sell |
-23,476
| Closed | -$404K | – | 859 |
|
|
2016
Q2 | $404K | Buy |
23,476
+12,222
| +109% | +$210K | 0.02% | 481 |
|
|
2016
Q1 | $265K | Buy |
+11,254
| New | +$265K | 0.02% | 609 |
|
|
2015
Q4 | – | Sell |
-26,045
| Closed | -$906K | – | 1121 |
|
|
2015
Q3 | $906K | Buy |
26,045
+11,203
| +75% | +$390K | 0.05% | 349 |
|
|
2015
Q2 | $702K | Buy |
+14,842
| New | +$702K | 0.04% | 442 |
|
|
2015
Q1 | – | Sell |
-50,473
| Closed | -$2.52M | – | 1012 |
|
|
2014
Q4 | $2.52M | Buy |
50,473
+10,793
| +27% | +$538K | 0.21% | 132 |
|
|
2014
Q3 | $2.05M | Sell |
39,680
-14,054
| -26% | -$726K | 0.14% | 199 |
|
|
2014
Q2 | $3.36M | Buy |
+53,734
| New | +$3.36M | 0.28% | 93 |
|
|
2013
Q4 | – | Sell |
-4,772
| Closed | -$246K | – | 742 |
|
|
2013
Q3 | $246K | Sell |
4,772
-19,733
| -81% | -$1.02M | 0.05% | 362 |
|
|
2013
Q2 | $1.07M | Buy |
+24,505
| New | +$1.07M | 0.16% | 159 |
|