LWM
WDR
LBA Wealth Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,595
| Closed | -$79K | – | 320 |
|
|
2014
Q4 | $79K | Hold |
1,595
| – | – | 0.05% | 149 |
|
|
2014
Q3 | $82K | Hold |
1,595
| – | – | 0.06% | 149 |
|
|
2014
Q2 | $100K | Buy |
1,595
+150
| +10% | +$9.4K | 0.08% | 139 |
|
|
2014
Q1 | $106K | Buy |
+1,445
| New | +$106K | 0.09% | 125 |
|