RA
WDR
Rational Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,100
| Closed | -$36K | – | 369 |
|
|
2017
Q1 | $36K | Sell |
2,100
-2,100
| -50% | -$36K | 0.02% | 215 |
|
|
2016
Q4 | $82K | Buy |
+4,200
| New | +$82K | 0.08% | 179 |
|
|
2015
Q3 | $2.07M | Hold |
59,500
| – | – | 0.84% | 39 |
|
|
2015
Q2 | $2.82M | Sell |
59,500
-14,250
| -19% | -$674K | 0.91% | 27 |
|
|
2015
Q1 | $3.65M | Buy |
73,750
+14,250
| +24% | +$706K | 0.88% | 30 |
|
|
2014
Q4 | $2.96M | Buy |
+59,500
| New | +$2.96M | 0.59% | 57 |
|
|
2013
Q4 | $138K | Sell |
2,116
-280
| -12% | -$18.3K | 0.01% | 544 |
|
|
2013
Q3 | $123K | Sell |
2,396
-43
| -2% | -$2.21K | 0.01% | 599 |
|
|
2013
Q2 | $106K | Buy |
+2,439
| New | +$106K | 0.01% | 626 |
|