BIM
WDR
Bridgecreek Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,000
| Closed | -$223K | – | 122 |
|
|
2017
Q4 | $223K | Hold |
10,000
| – | – | 0.05% | 106 |
|
|
2017
Q3 | $201K | Sell |
10,000
-1,000
| -9% | -$20.1K | 0.05% | 102 |
|
|
2017
Q2 | $208K | Hold |
11,000
| – | – | 0.06% | 101 |
|
|
2017
Q1 | $187K | Buy |
11,000
+1,000
| +10% | +$17K | 0.05% | 102 |
|
|
2016
Q4 | $195K | Sell |
10,000
-800
| -7% | -$15.6K | 0.06% | 100 |
|
|
2016
Q3 | $196K | Buy |
+10,800
| New | +$196K | 0.06% | 98 |
|