Moneta Group Investment Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,942
| Closed | -$137K | – | 463 |
|
|
2015
Q3 | $137K | Sell |
3,942
-1,139
| -22% | -$39.6K | 0.04% | 154 |
|
|
2015
Q2 | $240K | Buy |
5,081
+631
| +14% | +$29.8K | 0.07% | 116 |
|
|
2015
Q1 | $220K | Buy |
+4,450
| New | +$220K | 0.09% | 134 |
|
|
2014
Q2 | – | Sell |
-3,050
| Closed | -$225K | – | 136 |
|
|
2014
Q1 | $225K | Sell |
3,050
-600
| -16% | -$44.3K | 0.13% | 116 |
|
|
2013
Q4 | $238K | Sell |
3,650
-405
| -10% | -$26.4K | 0.14% | 114 |
|
|
2013
Q3 | $209K | Buy |
+4,055
| New | +$209K | 0.14% | 112 |
|