Peloton Wealth Strategists’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-14,800
| Closed | -$279K | – | 73 |
|
|
2017
Q2 | $279K | Sell |
14,800
-29,700
| -67% | -$560K | 0.22% | 67 |
|
|
2017
Q1 | $757K | Sell |
44,500
-1,200
| -3% | -$20.4K | 0.62% | 57 |
|
|
2016
Q4 | $892K | Sell |
45,700
-11,600
| -20% | -$226K | 0.73% | 57 |
|
|
2016
Q3 | $1.04M | Buy |
+57,300
| New | +$1.04M | 0.87% | 50 |
|
|
2016
Q1 | $1.48M | Buy |
62,700
+21,000
| +50% | +$494K | 1.25% | 36 |
|
|
2015
Q4 | $1.2M | Buy |
+41,700
| New | +$1.2M | 1.03% | 45 |
|
|
2014
Q3 | – | Sell |
-64,400
| Closed | -$1.11M | – | 105 |
|
|
2014
Q2 | $1.11M | Buy |
+64,400
| New | +$1.11M | 0.98% | 45 |
|