Princeton Alpha Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $222K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.31M | Sell |
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|
2016
Q1 | $2.08M | Buy |
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|
2015
Q4 | $799K | Buy |
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|
2015
Q3 | $208K | Sell |
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|
2015
Q2 | $476K | Buy |
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|
2015
Q1 | $356K | Sell |
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|
2014
Q4 | $653K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $213K | Sell |
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|
2014
Q1 | $734K | Buy |
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|
2013
Q4 | $525K | Buy |
|