JIP
WDR
Jaffetilchin Investment Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-6,156
| Closed | -$385K | – | 245 |
|
|
2014
Q2 | $385K | Sell |
6,156
-20,585
| -77% | -$1.29M | 0.14% | 119 |
|
|
2014
Q1 | $1.97M | Buy |
26,741
+14,988
| +128% | +$1.1M | 0.77% | 24 |
|
|
2013
Q4 | $765K | Buy |
+11,753
| New | +$765K | 0.38% | 62 |
|
|
2013
Q3 | – | Sell |
-7,823
| Closed | -$340K | – | 209 |
|
|
2013
Q2 | $340K | Buy |
+7,823
| New | +$340K | 0.24% | 112 |
|