Dean Investment Associates’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
Q4 | – | Sell |
-35,938
| Closed | -$653K | – | 225 |
|
|
2016
Q3 | $653K | Buy |
35,938
+2,075
| +6% | +$37.7K | 0.12% | 150 |
|
|
2016
Q2 | $583K | Sell |
33,863
-195,837
| -85% | -$3.37M | 0.11% | 149 |
|
|
2016
Q1 | $5.41M | Buy |
229,700
+67,045
| +41% | +$1.58M | 1.1% | 15 |
|
|
2015
Q4 | $4.66M | Buy |
162,655
+96,935
| +147% | +$2.78M | 1.03% | 22 |
|
|
2015
Q3 | $2.29M | Buy |
+65,720
| New | +$2.29M | 0.51% | 92 |
|