HKIM
WDR
Hayek Kallen Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-5,786
| Closed | -$201K | – | 61 |
|
|
2015
Q3 | $201K | Buy |
+5,786
| New | +$201K | 0.16% | 56 |
|
|
2015
Q2 | – | Sell |
-6,286
| Closed | -$311K | – | 61 |
|
|
2015
Q1 | $311K | Hold |
6,286
| – | – | 0.23% | 50 |
|
|
2014
Q4 | $313K | Hold |
6,286
| – | – | 0.23% | 51 |
|
|
2014
Q3 | $325K | Sell |
6,286
-200
| -3% | -$10.3K | 0.25% | 48 |
|
|
2014
Q2 | $406K | Hold |
6,486
| – | – | 0.31% | 47 |
|
|
2014
Q1 | $477K | Sell |
6,486
-300
| -4% | -$22.1K | 0.38% | 46 |
|
|
2013
Q4 | $442K | Hold |
6,786
| – | – | 0.34% | 49 |
|
|
2013
Q3 | $349K | Hold |
6,786
| – | – | 0.29% | 50 |
|
|
2013
Q2 | $295K | Buy |
+6,786
| New | +$295K | 0.25% | 50 |
|