Placemark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $475K | Buy |
9,558
+76
| +0.8% | +$3.78K | 0.01% | 1200 |
|
|
2014
Q3 | $488K | Sell |
9,482
-15,337
| -62% | -$789K | 0.01% | 1177 |
|
|
2014
Q2 | $1.55M | Buy |
24,819
+3,634
| +17% | +$227K | 0.03% | 673 |
|
|
2014
Q1 | $1.56M | Buy |
21,185
+302
| +1% | +$22.2K | 0.03% | 624 |
|
|
2013
Q4 | $1.36M | Buy |
20,883
+1,563
| +8% | +$102K | 0.02% | 724 |
|
|
2013
Q3 | $995K | Buy |
19,320
+2,331
| +14% | +$120K | 0.02% | 803 |
|
|
2013
Q2 | $739K | Buy |
+16,989
| New | +$739K | 0.02% | 882 |
|