GAM
WDR
Guinness Asset Management’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 |
-7,840
| Closed | -$225K | – | 86 |
|
|
2015
Q4 | $225K | Hold |
7,840
| – | – | 0.09% | 70 |
|
|
2015
Q3 | $273K | Buy |
7,840
+600
| +8% | +$20.9K | 0.13% | 58 |
|
|
2015
Q2 | $343K | Buy |
7,240
+1,800
| +33% | +$85.3K | 0.13% | 57 |
|
|
2015
Q1 | $269K | Buy |
5,440
+600
| +12% | +$29.7K | 0.13% | 63 |
|
|
2014
Q4 | $241K | Buy |
4,840
+500
| +12% | +$24.9K | 0.12% | 66 |
|
|
2014
Q3 | $224K | Buy |
4,340
+1,100
| +34% | +$56.8K | 0.09% | 53 |
|
|
2014
Q2 | $203K | Buy |
3,240
+500
| +18% | +$31.3K | 0.08% | 58 |
|
|
2014
Q1 | $202K | Buy |
2,740
+1,500
| +121% | +$111K | 0.12% | 56 |
|
|
2013
Q4 | $81K | Buy |
1,240
+70
| +6% | +$4.57K | 0.05% | 60 |
|
|
2013
Q3 | $60K | Buy |
1,170
+200
| +21% | +$10.3K | 0.04% | 53 |
|
|
2013
Q2 | $42K | Buy |
+970
| New | +$42K | 0.03% | 52 |
|