OAM
WDR
Occidental Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-22,175
| Closed | -$445K | – | 153 |
|
|
2017
Q3 | $445K | Buy |
22,175
+1,279
| +6% | +$25.7K | 0.25% | 69 |
|
|
2017
Q2 | $395K | Buy |
20,896
+3,935
| +23% | +$74.4K | 0.24% | 73 |
|
|
2017
Q1 | $288K | Buy |
16,961
+4,289
| +34% | +$72.8K | 0.19% | 91 |
|
|
2016
Q4 | $247K | Buy |
+12,672
| New | +$247K | 0.18% | 102 |
|