BB&T Securities’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 |
-5,369
| Closed | -$2.66M | – | 1156 |
|
|
2015
Q1 | $2.66M | Sell |
5,369
-595
| -10% | -$295K | 0.01% | 921 |
|
|
2014
Q4 | $2.97M | Buy |
5,964
+966
| +19% | +$481K | 0.01% | 897 |
|
|
2014
Q3 | $2.58M | Sell |
4,998
-96
| -2% | -$49.6K | 0.01% | 896 |
|
|
2014
Q2 | $3.19M | Buy |
5,094
+131
| +3% | +$82K | 0.01% | 803 |
|
|
2014
Q1 | $3.65M | Sell |
4,963
-1,210
| -20% | -$891K | 0.01% | 681 |
|
|
2013
Q4 | $4.02M | Buy |
6,173
+857
| +16% | +$558K | 0.01% | 628 |
|
|
2013
Q3 | $2.74M | Buy |
5,316
+131
| +3% | +$67.4K | 0.01% | 686 |
|
|
2013
Q2 | $2.26K | Buy |
+5,185
| New | +$2.26K | 0.01% | 701 |
|