First City Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,222
| Closed | -$28.8K | – | 558 |
|
|
2016
Q1 | $28.8K | Buy |
1,222
+1,200
| +5,455% | +$28.2K | 0.02% | 337 |
|
|
2015
Q4 | $631 | Hold |
22
| – | – | ﹤0.01% | 635 |
|
|
2015
Q3 | $765 | Hold |
22
| – | – | ﹤0.01% | 603 |
|
|
2015
Q2 | $1.04K | Hold |
22
| – | – | ﹤0.01% | 574 |
|
|
2015
Q1 | $1.09K | Hold |
22
| – | – | ﹤0.01% | 543 |
|
|
2014
Q4 | $1.1K | Hold |
22
| – | – | ﹤0.01% | 575 |
|
|
2014
Q3 | $1.14K | Hold |
22
| – | – | ﹤0.01% | 571 |
|
|
2014
Q2 | $1.38K | Hold |
22
| – | – | ﹤0.01% | 582 |
|
|
2014
Q1 | $1.62K | Buy |
+22
| New | +$1.62K | ﹤0.01% | 557 |
|