Paradigm Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,400
| Closed | -$48.7K | – | 873 |
|
|
2015
Q3 | $48.7K | Sell |
1,400
-1,000
| -42% | -$34.8K | 0.01% | 642 |
|
|
2015
Q2 | $114K | Hold |
2,400
| – | – | 0.01% | 529 |
|
|
2015
Q1 | $119K | Hold |
2,400
| – | – | 0.01% | 526 |
|
|
2014
Q4 | $120K | Hold |
2,400
| – | – | 0.02% | 530 |
|
|
2014
Q3 | $124K | Sell |
2,400
-3,900
| -62% | -$202K | 0.02% | 519 |
|
|
2014
Q2 | $394K | Buy |
6,300
+2,050
| +48% | +$128K | 0.05% | 371 |
|
|
2014
Q1 | $313K | Hold |
4,250
| – | – | 0.04% | 421 |
|
|
2013
Q4 | $277K | Hold |
4,250
| – | – | 0.04% | 459 |
|
|
2013
Q3 | $219K | Buy |
+4,250
| New | +$219K | 0.04% | 472 |
|