Rehmann Capital Advisory Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $734 | Hold |
42
| – | – | ﹤0.01% | 1600 |
|
|
2019
Q2 | $702 | Buy |
42
+1
| +2% | +$17 | ﹤0.01% | 1960 |
|
|
2019
Q1 | $718 | Buy |
41
+3
| +8% | +$53 | ﹤0.01% | 1980 |
|
|
2018
Q4 | $687 | Buy |
+38
| New | +$687 | ﹤0.01% | 1713 |
|
|
2016
Q1 | – | Sell |
-7,010
| Closed | -$201K | – | 398 |
|
|
2015
Q4 | $201K | Buy |
+7,010
| New | +$201K | 0.04% | 323 |
|
|
2015
Q3 | – | Sell |
-4,295
| Closed | -$203K | – | 365 |
|
|
2015
Q2 | $203K | Buy |
+4,295
| New | +$203K | 0.05% | 315 |
|
|
2015
Q1 | – | Sell |
-4,625
| Closed | -$230K | – | 362 |
|
|
2014
Q4 | $230K | Sell |
4,625
-236
| -5% | -$11.7K | 0.05% | 286 |
|
|
2014
Q3 | $251K | Buy |
4,861
+516
| +12% | +$26.6K | 0.06% | 267 |
|
|
2014
Q2 | $272K | Buy |
4,345
+343
| +9% | +$21.5K | 0.06% | 251 |
|
|
2014
Q1 | $295K | Buy |
4,002
+573
| +17% | +$42.2K | 0.08% | 216 |
|
|
2013
Q4 | $223K | Buy |
+3,429
| New | +$223K | 0.07% | 256 |
|