BMO
WDR
Beck Mack & Oliver’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,511
| Closed | -$226K | – | 330 |
|
|
2015
Q3 | $226K | Hold |
6,511
| – | – | 0.01% | 278 |
|
|
2015
Q2 | $308K | Hold |
6,511
| – | – | 0.01% | 270 |
|
|
2015
Q1 | $323K | Hold |
6,511
| – | – | 0.01% | 273 |
|
|
2014
Q4 | $324K | Hold |
6,511
| – | – | 0.01% | 275 |
|
|
2014
Q3 | $337K | Hold |
6,511
| – | – | 0.01% | 271 |
|
|
2014
Q2 | $408K | Hold |
6,511
| – | – | 0.01% | 258 |
|
|
2014
Q1 | $479K | Hold |
6,511
| – | – | 0.01% | 240 |
|
|
2013
Q4 | $424K | Hold |
6,511
| – | – | 0.01% | 251 |
|
|
2013
Q3 | $335K | Hold |
6,511
| – | – | 0.01% | 264 |
|
|
2013
Q2 | $283K | Buy |
+6,511
| New | +$283K | 0.01% | 280 |
|