Oakbrook Investments’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
Q1 | – | Sell |
-8,300
| Closed | -$238K | – | 576 |
|
|
2015
Q4 | $238K | Buy |
8,300
+50
| +0.6% | +$1.43K | 0.02% | 489 |
|
|
2015
Q3 | $287K | Buy |
+8,250
| New | +$287K | 0.02% | 449 |
|
|
2015
Q1 | – | Sell |
-7,500
| Closed | -$374K | – | 595 |
|
|
2014
Q4 | $374K | Buy |
+7,500
| New | +$374K | 0.02% | 416 |
|
|
2014
Q3 | – | Sell |
-7,100
| Closed | -$444K | – | 620 |
|
|
2014
Q2 | $444K | Buy |
+7,100
| New | +$444K | 0.01% | 412 |
|
|
2013
Q4 | – | Sell |
-9,465
| Closed | -$487K | – | 635 |
|
|
2013
Q3 | $487K | Buy |
9,465
+3,350
| +55% | +$172K | 0.01% | 411 |
|
|
2013
Q2 | $266K | Buy |
+6,115
| New | +$266K | 0.01% | 573 |
|