LA
WDR
Lucus Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-13,266
| Closed | -$380K | – | 382 |
|
|
2015
Q4 | $380K | Buy |
13,266
+1,112
| +9% | +$31.9K | 0.23% | 193 |
|
|
2015
Q3 | $423K | Buy |
12,154
+1,438
| +13% | +$50K | 0.24% | 233 |
|
|
2015
Q2 | $507K | Buy |
10,716
+1,106
| +12% | +$52.3K | 0.24% | 103 |
|
|
2015
Q1 | $476K | Sell |
9,610
-95
| -1% | -$4.71K | 0.24% | 185 |
|
|
2014
Q4 | $484K | Buy |
+9,705
| New | +$484K | 0.22% | 99 |
|