Heathbridge Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $281K | Sell |
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|
2017
Q1 | $313K | Buy |
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|
2016
Q4 | $349K | Hold |
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|
2016
Q3 | $325K | Buy |
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|
2016
Q2 | $270K | Hold |
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|
2016
Q1 | $398K | Hold |
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|
2015
Q4 | $518K | Buy |
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|
2015
Q3 | $722K | Buy |
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|
2015
Q2 | $601K | Buy |
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|
2015
Q1 | $615K | Buy |
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|
2014
Q4 | $582K | Buy |
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|
2014
Q3 | $548K | Hold |
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|
2014
Q2 | $664K | Hold |
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|
2014
Q1 | $779K | Sell |
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|
2013
Q4 | $711K | Sell |
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|
2013
Q3 | $641K | Hold |
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|
2013
Q2 | $527K | Buy |
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