Reynolds Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-6,600
| Closed | -$413K | – | 317 |
|
|
2014
Q2 | $413K | Sell |
6,600
-2,500
| -27% | -$156K | 0.28% | 118 |
|
|
2014
Q1 | $670K | Buy |
9,100
+1,300
| +17% | +$95.7K | 0.43% | 50 |
|
|
2013
Q4 | $508K | Buy |
7,800
+2,200
| +39% | +$143K | 0.29% | 103 |
|
|
2013
Q3 | $288K | Buy |
5,600
+200
| +4% | +$10.3K | 0.19% | 227 |
|
|
2013
Q2 | $235K | Buy |
+5,400
| New | +$235K | 0.17% | 266 |
|