M&T Bank’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 |
-23,458
| Closed | -$671K | – | 1733 |
|
|
2015
Q4 | $671K | Buy |
23,458
+1,554
| +7% | +$44.5K | ﹤0.01% | 955 |
|
|
2015
Q3 | $762K | Sell |
21,904
-874
| -4% | -$30.4K | 0.01% | 906 |
|
|
2015
Q2 | $1.08M | Sell |
22,778
-2,665
| -10% | -$126K | 0.01% | 858 |
|
|
2015
Q1 | $1.26M | Buy |
25,443
+13,780
| +118% | +$683K | 0.01% | 780 |
|
|
2014
Q4 | $582K | Sell |
11,663
-2,615
| -18% | -$130K | ﹤0.01% | 1118 |
|
|
2014
Q3 | $738K | Buy |
+14,278
| New | +$738K | ﹤0.01% | 1038 |
|
|
2014
Q2 | – | Sell |
-53
| Closed | -$4K | – | 1188 |
|
|
2014
Q1 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 1044 |
|