RQS
WDR
Ramsey Quantitative Systems’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-26,806
| Closed | -$462K | – | 175 |
|
|
2016
Q2 | $462K | Sell |
26,806
-17,629
| -40% | -$304K | 0.51% | 135 |
|
|
2016
Q1 | $1.05M | Buy |
44,435
+9,824
| +28% | +$231K | 1.07% | 5 |
|
|
2015
Q4 | $992K | Buy |
34,611
+7,990
| +30% | +$229K | 1.05% | 7 |
|
|
2015
Q3 | $926K | Buy |
+26,621
| New | +$926K | 1.09% | 7 |
|