CIM LLC’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
Q1 | – | Sell |
-7,705
| Closed | -$384K | – | 89 |
|
|
2014
Q4 | $384K | Buy |
7,705
+1,935
| +34% | +$96.4K | 0.18% | 54 |
|
|
2014
Q3 | $298K | Buy |
5,770
+145
| +3% | +$7.49K | 0.15% | 68 |
|
|
2014
Q2 | $352K | Buy |
5,625
+540
| +11% | +$33.8K | 0.18% | 62 |
|
|
2014
Q1 | $374K | Buy |
+5,085
| New | +$374K | 0.2% | 54 |
|