RIA
WDR
Regal Investment Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-81,292
| Closed | -$2.33M | – | 291 |
|
|
2015
Q4 | $2.33M | Buy |
81,292
+9,875
| +14% | +$283K | 0.6% | 64 |
|
|
2015
Q3 | $2.48M | Buy |
71,417
+6,485
| +10% | +$225K | 0.64% | 57 |
|
|
2015
Q2 | $3.07M | Buy |
64,932
+3,902
| +6% | +$185K | 0.83% | 34 |
|
|
2015
Q1 | $3.02M | Buy |
+61,030
| New | +$3.02M | 0.75% | 37 |
|