Farmers & Merchants Investments Inc’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
Q4 | – | Sell |
-84
| Closed | -$3K | – | 763 |
|
|
2015
Q3 | $3K | Hold |
84
| – | – | ﹤0.01% | 654 |
|
|
2015
Q2 | $4K | Sell |
84
-91
| -52% | -$4.33K | ﹤0.01% | 652 |
|
|
2015
Q1 | $9K | Sell |
175
-80
| -31% | -$4.11K | ﹤0.01% | 536 |
|
|
2014
Q4 | $13K | Sell |
255
-19
| -7% | -$969 | ﹤0.01% | 457 |
|
|
2014
Q3 | $14K | Sell |
274
-34
| -11% | -$1.74K | ﹤0.01% | 446 |
|
|
2014
Q2 | $19K | Buy |
308
+52
| +20% | +$3.21K | ﹤0.01% | 404 |
|
|
2014
Q1 | $19K | Sell |
256
-26
| -9% | -$1.93K | ﹤0.01% | 407 |
|
|
2013
Q4 | $18K | Sell |
282
-102
| -27% | -$6.51K | ﹤0.01% | 416 |
|
|
2013
Q3 | $20K | Sell |
384
-18
| -4% | -$937 | ﹤0.01% | 385 |
|
|
2013
Q2 | $17K | Buy |
+402
| New | +$17K | ﹤0.01% | 410 |
|