Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Hold |
0
| – | – | – | 1174 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 1181 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1044 |
|
|
2014
Q2 | – | Sell |
-6,055
| Closed | -$445K | – | 847 |
|
|
2014
Q1 | $445K | Sell |
6,055
-1,830
| -23% | -$134K | 0.14% | 266 |
|
|
2013
Q4 | $513K | Sell |
7,885
-515
| -6% | -$33.5K | 0.18% | 221 |
|
|
2013
Q3 | $432K | Buy |
+8,400
| New | +$432K | 0.17% | 258 |
|