GC
WDR
Grimes & Company’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-42,822
| Closed | -$1.23M | – | 214 |
|
|
2015
Q4 | $1.23M | Sell |
42,822
-20,931
| -33% | -$600K | 0.17% | 92 |
|
|
2015
Q3 | $2.22M | Buy |
63,753
+83
| +0.1% | +$2.89K | 0.29% | 79 |
|
|
2015
Q2 | $3.01M | Buy |
63,670
+4,579
| +8% | +$217K | 0.42% | 70 |
|
|
2015
Q1 | $2.93M | Buy |
59,091
+36,814
| +165% | +$1.82M | 0.7% | 61 |
|
|
2014
Q4 | $1.11M | Sell |
22,277
-22,094
| -50% | -$1.1M | 0.29% | 83 |
|
|
2014
Q3 | $2.29M | Buy |
44,371
+747
| +2% | +$38.6K | 0.6% | 62 |
|
|
2014
Q2 | $2.73M | Buy |
+43,624
| New | +$2.73M | 0.72% | 57 |
|