Rafferty Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-11,128
| Closed | -$262K | – | 566 |
|
|
2016
Q1 | $262K | Sell |
11,128
-10,117
| -48% | -$238K | 0.01% | 487 |
|
|
2015
Q4 | $607K | Buy |
21,245
+2,378
| +13% | +$67.9K | 0.07% | 317 |
|
|
2015
Q3 | $656K | Buy |
+18,867
| New | +$656K | 0.05% | 320 |
|
|
2015
Q2 | – | Sell |
-4,742
| Closed | -$235K | – | 605 |
|
|
2015
Q1 | $235K | Buy |
+4,742
| New | +$235K | 0.02% | 503 |
|
|
2014
Q3 | – | Sell |
-4,045
| Closed | -$253K | – | 419 |
|
|
2014
Q2 | $253K | Buy |
+4,045
| New | +$253K | 0.05% | 266 |
|