RCM
WDR
Radnor Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-35,900
| Closed | -$726K | – | 185 |
|
|
2018
Q1 | $726K | Sell |
35,900
-1,000
| -3% | -$20.2K | 0.25% | 90 |
|
|
2017
Q4 | $824K | Buy |
36,900
+100
| +0.3% | +$2.23K | 0.26% | 87 |
|
|
2017
Q3 | $695K | Hold |
36,800
| – | – | 0.24% | 91 |
|
|
2017
Q2 | $695K | Buy |
36,800
+16,900
| +85% | +$319K | 0.24% | 91 |
|
|
2017
Q1 | $338K | Hold |
19,900
| – | – | 0.11% | 144 |
|
|
2016
Q4 | $388K | Buy |
+19,900
| New | +$388K | 0.13% | 138 |
|