Essex Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,105
| Closed | -$264K | – | 368 |
|
|
2014
Q3 | $264K | Sell |
5,105
-36
| -0.7% | -$1.86K | 0.04% | 304 |
|
|
2014
Q2 | $322K | Buy |
5,141
+27
| +0.5% | +$1.69K | 0.05% | 291 |
|
|
2014
Q1 | $376K | Sell |
5,114
-1,418
| -22% | -$104K | 0.05% | 273 |
|
|
2013
Q4 | $425K | Sell |
6,532
-44
| -0.7% | -$2.86K | 0.06% | 285 |
|
|
2013
Q3 | $339K | Buy |
6,576
+726
| +12% | +$37.4K | 0.05% | 291 |
|
|
2013
Q2 | $254K | Buy |
+5,850
| New | +$254K | 0.04% | 292 |
|