Hillsdale Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,610
| Closed | -$161K | – | 567 |
|
|
2015
Q4 | $161K | Sell |
5,610
-4,300
| -43% | -$123K | 0.06% | 300 |
|
|
2015
Q3 | $345K | Sell |
9,910
-900
| -8% | -$31.3K | 0.12% | 172 |
|
|
2015
Q2 | $511K | Sell |
10,810
-1,000
| -8% | -$47.3K | 0.15% | 117 |
|
|
2015
Q1 | $585K | Sell |
11,810
-80
| -0.7% | -$3.96K | 0.15% | 115 |
|
|
2014
Q4 | $592K | Buy |
11,890
+60
| +0.5% | +$2.99K | 0.15% | 114 |
|
|
2014
Q3 | $611K | Sell |
11,830
-500
| -4% | -$25.8K | 0.19% | 72 |
|
|
2014
Q2 | $772K | Sell |
12,330
-200
| -2% | -$12.5K | 0.18% | 68 |
|
|
2014
Q1 | $922K | Sell |
12,530
-2,000
| -14% | -$147K | 0.26% | 48 |
|
|
2013
Q4 | $946K | Sell |
14,530
-2,120
| -13% | -$138K | 0.28% | 48 |
|
|
2013
Q3 | $857K | Hold |
16,650
| – | – | 0.26% | 47 |
|
|
2013
Q2 | $724K | Buy |
+16,650
| New | +$724K | 0.24% | 48 |
|