HL Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-43,050
| Closed | -$840K | – | 707 |
|
|
2016
Q4 | $840K | Buy |
+43,050
| New | +$840K | 0.02% | 353 |
|
|
2014
Q4 | – | Sell |
-4,169
| Closed | -$215K | – | 711 |
|
|
2014
Q3 | $215K | Sell |
4,169
-323
| -7% | -$16.7K | 0.01% | 643 |
|
|
2014
Q2 | $281K | Buy |
4,492
+49
| +1% | +$3.07K | 0.01% | 570 |
|
|
2014
Q1 | $327K | Buy |
+4,443
| New | +$327K | 0.01% | 503 |
|