NC
WDR
Nicholas Company’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-25,220
| Closed | -$1.26M | – | 234 |
|
|
2014
Q4 | $1.26M | Hold |
25,220
| – | – | 0.03% | 214 |
|
|
2014
Q3 | $1.3M | Hold |
25,220
| – | – | 0.03% | 213 |
|
|
2014
Q2 | $1.58M | Sell |
25,220
-10,195
| -29% | -$638K | 0.04% | 218 |
|
|
2014
Q1 | $2.61M | Sell |
35,415
-20,875
| -37% | -$1.54M | 0.06% | 210 |
|
|
2013
Q4 | $3.67M | Sell |
56,290
-31,145
| -36% | -$2.03M | 0.09% | 187 |
|
|
2013
Q3 | $4.5M | Sell |
87,435
-37,235
| -30% | -$1.92M | 0.12% | 142 |
|
|
2013
Q2 | $5.42M | Buy |
+124,670
| New | +$5.42M | 0.17% | 127 |
|