Globeflex Capital’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 |
-6,801
| Closed | -$195K | – | 513 |
|
|
2015
Q4 | $195K | Hold |
6,801
| – | – | 0.05% | 314 |
|
|
2015
Q3 | $236K | Hold |
6,801
| – | – | 0.05% | 364 |
|
|
2015
Q2 | $322K | Hold |
6,801
| – | – | 0.06% | 339 |
|
|
2015
Q1 | $337K | Sell |
6,801
-27,462
| -80% | -$1.36M | 0.06% | 312 |
|
|
2014
Q4 | $1.71M | Sell |
34,263
-56,287
| -62% | -$2.8M | 0.33% | 90 |
|
|
2014
Q3 | $4.68M | Sell |
90,550
-62
| -0.1% | -$3.21K | 0.53% | 84 |
|
|
2014
Q2 | $5.67M | Buy |
90,612
+13,671
| +18% | +$856K | 0.62% | 47 |
|
|
2014
Q1 | $5.66M | Buy |
76,941
+73,421
| +2,086% | +$5.4M | 0.65% | 45 |
|
|
2013
Q4 | $229K | Sell |
3,520
-671
| -16% | -$43.7K | 0.03% | 342 |
|
|
2013
Q3 | $215K | Sell |
4,191
-132,645
| -97% | -$6.8M | 0.03% | 346 |
|
|
2013
Q2 | $5.95M | Buy |
+136,836
| New | +$5.95M | 0.82% | 13 |
|