Private Trust Company’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
Q3 | – | Sell |
-15
| Closed | -$1K | – | 2025 |
|
|
2014
Q2 | $1K | Sell |
15
-17
| -53% | -$1.13K | ﹤0.01% | 1843 |
|
|
2014
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 1524 |
|
|
2013
Q4 | $2K | Sell |
32
-31
| -49% | -$1.94K | ﹤0.01% | 1530 |
|
|
2013
Q3 | $3K | Buy |
63
+15
| +31% | +$714 | ﹤0.01% | 1318 |
|
|
2013
Q2 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 1414 |
|