FineMark National Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-282
| Closed | -$6K | – | 1102 |
|
|
2016
Q4 | $6K | Hold |
282
| – | – | ﹤0.01% | 1045 |
|
|
2016
Q3 | $5K | Hold |
282
| – | – | ﹤0.01% | 1069 |
|
|
2016
Q2 | $5K | Hold |
282
| – | – | ﹤0.01% | 1087 |
|
|
2016
Q1 | $7K | Sell |
282
-226
| -44% | -$5.61K | ﹤0.01% | 989 |
|
|
2015
Q4 | $15K | Hold |
508
| – | – | ﹤0.01% | 873 |
|
|
2015
Q3 | $18K | Hold |
508
| – | – | ﹤0.01% | 877 |
|
|
2015
Q2 | $24K | Hold |
508
| – | – | ﹤0.01% | 843 |
|
|
2015
Q1 | $25K | Sell |
508
-754
| -60% | -$37.1K | ﹤0.01% | 834 |
|
|
2014
Q4 | $63K | Buy |
1,262
+500
| +66% | +$25K | 0.01% | 599 |
|
|
2014
Q3 | $40K | Sell |
762
-200
| -21% | -$10.5K | 0.01% | 696 |
|
|
2014
Q2 | $60K | Hold |
962
| – | – | 0.01% | 580 |
|
|
2014
Q1 | $70K | Buy |
962
+184
| +24% | +$13.4K | 0.01% | 529 |
|
|
2013
Q4 | $50K | Hold |
778
| – | – | 0.01% | 575 |
|
|
2013
Q3 | $41K | Hold |
778
| – | – | 0.01% | 615 |
|
|
2013
Q2 | $34K | Buy |
+778
| New | +$34K | 0.01% | 647 |
|