GI
WDR
Gradient Investments’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10
| Closed | – | – | 812 |
|
|
2016
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 801 |
|
|
2015
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 760 |
|
|
2015
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 706 |
|
|
2015
Q2 | $0 | Sell |
10
-71,644
| -100% | – | ﹤0.01% | 733 |
|
|
2015
Q1 | $3.55M | Buy |
71,654
+30,605
| +75% | +$1.52M | 0.53% | 53 |
|
|
2014
Q4 | $2.05M | Buy |
+41,049
| New | +$2.05M | 0.34% | 85 |
|