Gideon Capital Advisors’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
Q1 | – | Sell |
-7,776
| Closed | -$223K | – | 250 |
|
|
2015
Q4 | $223K | Buy |
+7,776
| New | +$223K | 0.16% | 172 |
|
|
2014
Q4 | – | Sell |
-11,062
| Closed | -$572K | – | 333 |
|
|
2014
Q3 | $572K | Buy |
+11,062
| New | +$572K | 0.22% | 139 |
|
|
2014
Q1 | – | Sell |
-15,362
| Closed | -$1M | – | 301 |
|
|
2013
Q4 | $1M | Buy |
+15,362
| New | +$1M | 0.59% | 63 |
|