GVT
WDR
Genesee Valley Trust’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-3,840
| Closed | -$240K | – | 322 |
|
|
2014
Q2 | $240K | Sell |
3,840
-40
| -1% | -$2.5K | 0.14% | 254 |
|
|
2014
Q1 | $286K | Hold |
3,880
| – | – | 0.18% | 191 |
|
|
2013
Q4 | $253K | Sell |
3,880
-40
| -1% | -$2.61K | 0.17% | 220 |
|
|
2013
Q3 | $202K | Buy |
+3,920
| New | +$202K | 0.15% | 258 |
|