Capstone Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $325K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $252K | Buy |
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|
2015
Q2 | $308K | Sell |
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|
2015
Q1 | $329K | Buy |
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|
2014
Q4 | $308K | Sell |
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|
2014
Q3 | $411K | Buy |
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|
2014
Q2 | $487K | Sell |
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|
2014
Q1 | $669K | Sell |
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|
2013
Q4 | $626K | Sell |
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|
2013
Q3 | $775K | Buy |
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|
2013
Q2 | $638K | Buy |
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