Commerce Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-19,064
| Closed | -$448K | – | 822 |
|
|
2016
Q1 | $448K | Sell |
19,064
-22,169
| -54% | -$521K | 0.01% | 525 |
|
|
2015
Q4 | $1.18M | Buy |
41,233
+5,145
| +14% | +$147K | 0.02% | 343 |
|
|
2015
Q3 | $1.26M | Buy |
36,088
+6,870
| +24% | +$239K | 0.02% | 337 |
|
|
2015
Q2 | $1.38M | Sell |
29,218
-1,548
| -5% | -$73.2K | 0.02% | 337 |
|
|
2015
Q1 | $1.52M | Buy |
30,766
+705
| +2% | +$34.9K | 0.02% | 335 |
|
|
2014
Q4 | $1.5M | Buy |
+30,061
| New | +$1.5M | 0.02% | 331 |
|