Lombardia Capital Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $816K | Sell |
|
|||||
|
2016
Q4 | $7.33M | Sell |
|
|||||
|
2016
Q3 | $10.3M | Sell |
|
|||||
|
2016
Q2 | $10.8M | Sell |
|
|||||
|
2016
Q1 | $19.9M | Buy |
|
|||||
|
2015
Q4 | $22.8M | Buy |
|
|||||
|
2015
Q3 | $19.9M | Sell |
|
|||||
|
2015
Q2 | $33.2M | Buy |
|
|||||
|
2015
Q1 | $19.3M | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $17M | Sell |
|
|||||
|
2013
Q3 | $29M | Sell |
|
|||||
|
2013
Q2 | $32.9M | Buy |
|