Robert N. Shapiro’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
Q4 | $21K | Hold |
430
| – | – | ﹤0.01% | 615 |
|
|
2014
Q3 | $22K | Sell |
430
-20
| -4% | -$1.02K | ﹤0.01% | 622 |
|
|
2014
Q2 | $28K | Buy |
+450
| New | +$28K | 0.01% | 552 |
|
|
2013
Q4 | – | Sell |
-2,520
| Closed | -$130K | – | 950 |
|
|
2013
Q3 | $130K | Hold |
2,520
| – | – | 0.02% | 348 |
|
|
2013
Q2 | $110K | Buy |
+2,520
| New | +$110K | 0.02% | 370 |
|