Capital One National Association’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 |
-25,484
| Closed | -$1.26M | – | 575 |
|
|
2015
Q1 | $1.26M | Sell |
25,484
-393
| -2% | -$19.5K | 0.11% | 193 |
|
|
2014
Q4 | $1.29M | Buy |
25,877
+570
| +2% | +$28.4K | 0.12% | 199 |
|
|
2014
Q3 | $1.31M | Sell |
25,307
-4,290
| -14% | -$222K | 0.13% | 186 |
|
|
2014
Q2 | $1.85M | Sell |
29,597
-4,531
| -13% | -$284K | 0.17% | 146 |
|
|
2014
Q1 | $2.51M | Sell |
34,128
-177
| -0.5% | -$13K | 0.24% | 116 |
|
|
2013
Q4 | $2.23M | Sell |
34,305
-847
| -2% | -$55.2K | 0.22% | 131 |
|
|
2013
Q3 | $1.81M | Buy |
35,152
+1,907
| +6% | +$98.2K | 0.19% | 155 |
|
|
2013
Q2 | $1.45M | Buy |
+33,245
| New | +$1.45M | 0.16% | 167 |
|