Oppenheimer & Co’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 |
-13,050
| Closed | -$374K | – | 1344 |
|
|
2015
Q4 | $374K | Sell |
13,050
-15,800
| -55% | -$453K | 0.01% | 871 |
|
|
2015
Q3 | $1M | Buy |
28,850
+8,000
| +38% | +$278K | 0.03% | 581 |
|
|
2015
Q2 | $987K | Sell |
20,850
-72
| -0.3% | -$3.41K | 0.03% | 634 |
|
|
2015
Q1 | $1.04M | Buy |
20,922
+3,684
| +21% | +$183K | 0.03% | 617 |
|
|
2014
Q4 | $859K | Sell |
17,238
-14,762
| -46% | -$736K | 0.02% | 654 |
|
|
2014
Q3 | $1.65M | Buy |
+32,000
| New | +$1.65M | 0.05% | 441 |
|
|
2014
Q2 | – | Sell |
-3,007
| Closed | -$221K | – | 1504 |
|
|
2014
Q1 | $221K | Buy |
+3,007
| New | +$221K | 0.01% | 1188 |
|