CMBA
WDR
C.M. Bidwell & Associates’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,180
| Closed | -$173K | – | 381 |
|
|
2017
Q2 | $173K | Buy |
+9,180
| New | +$173K | 0.04% | 162 |
|
|
2014
Q2 | – | Sell |
-5,875
| Closed | -$433K | – | 301 |
|
|
2014
Q1 | $433K | Buy |
5,875
+1,605
| +38% | +$118K | 0.1% | 93 |
|
|
2013
Q4 | $278K | Buy |
+4,270
| New | +$278K | 0.07% | 116 |
|