Rockland Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-39,385
| Closed | -$796K | – | 212 |
|
|
2018
Q1 | $796K | Sell |
39,385
-26,229
| -40% | -$530K | 0.11% | 118 |
|
|
2017
Q4 | $1.47M | Buy |
65,614
+58,665
| +844% | +$1.31M | 0.19% | 83 |
|
|
2017
Q3 | $1.4M | Sell |
6,949
-66,261
| -91% | -$13.3M | 0.21% | 74 |
|
|
2017
Q2 | $1.38M | Buy |
73,210
+16,008
| +28% | +$302K | 0.22% | 73 |
|
|
2017
Q1 | $972K | Buy |
57,202
+2,633
| +5% | +$44.7K | 0.15% | 84 |
|
|
2016
Q4 | $1.07M | Sell |
54,569
-3,143
| -5% | -$61.3K | 0.17% | 83 |
|
|
2016
Q3 | $1.05M | Buy |
57,712
+3,424
| +6% | +$62.2K | 0.18% | 82 |
|
|
2016
Q2 | $935K | Buy |
54,288
+8,218
| +18% | +$142K | 0.16% | 85 |
|
|
2016
Q1 | $1.08M | Buy |
46,070
+25,260
| +121% | +$594K | 0.19% | 79 |
|
|
2015
Q4 | $596K | Buy |
20,810
+4,925
| +31% | +$141K | 0.11% | 100 |
|
|
2015
Q3 | $552K | Buy |
+15,885
| New | +$552K | 0.11% | 91 |
|