MSI Financial Services’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $68K | Sell |
3,469
-2,368
| -41% | -$46.4K | ﹤0.01% | 1679 |
|
|
2016
Q3 | $106K | Buy |
5,837
+89
| +2% | +$1.62K | ﹤0.01% | 1382 |
|
|
2016
Q2 | $99K | Buy |
5,748
+3,226
| +128% | +$55.6K | ﹤0.01% | 1402 |
|
|
2016
Q1 | $59K | Sell |
2,522
-528
| -17% | -$12.4K | ﹤0.01% | 1638 |
|
|
2015
Q4 | $87K | Buy |
3,050
+389
| +15% | +$11.1K | ﹤0.01% | 1371 |
|
|
2015
Q3 | $93K | Buy |
2,661
+300
| +13% | +$10.5K | 0.01% | 962 |
|
|
2015
Q2 | $112K | Buy |
+2,361
| New | +$112K | 0.01% | 957 |
|