Bahl & Gaynor’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-20,724
| Closed | -$594K | – | 432 |
|
|
2015
Q4 | $594K | Sell |
20,724
-285
| -1% | -$8.17K | 0.01% | 285 |
|
|
2015
Q3 | $730K | Sell |
21,009
-10,147
| -33% | -$353K | 0.01% | 268 |
|
|
2015
Q2 | $1.47M | Buy |
31,156
+6,015
| +24% | +$285K | 0.02% | 198 |
|
|
2015
Q1 | $1.25M | Buy |
25,141
+4,194
| +20% | +$208K | 0.02% | 204 |
|
|
2014
Q4 | $1.04M | Buy |
20,947
+11,433
| +120% | +$570K | 0.01% | 214 |
|
|
2014
Q3 | $492K | Buy |
9,514
+6,260
| +192% | +$324K | 0.01% | 289 |
|
|
2014
Q2 | $204K | Hold |
3,254
| – | – | ﹤0.01% | 393 |
|
|
2014
Q1 | $240K | Hold |
3,254
| – | – | ﹤0.01% | 368 |
|
|
2013
Q4 | $212K | Buy |
+3,254
| New | +$212K | ﹤0.01% | 368 |
|