Secor Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-106,929
| Closed | -$2.02M | – | 513 |
|
|
2017
Q2 | $2.02M | Sell |
106,929
-12,873
| -11% | -$243K | 0.18% | 145 |
|
|
2017
Q1 | $2.04M | Buy |
+119,802
| New | +$2.04M | 0.22% | 121 |
|
|
2016
Q1 | – | Sell |
-9,703
| Closed | -$278K | – | 736 |
|
|
2015
Q4 | $278K | Buy |
+9,703
| New | +$278K | 0.08% | 349 |
|
|
2015
Q1 | – | Sell |
-11,114
| Closed | -$554K | – | 572 |
|
|
2014
Q4 | $554K | Buy |
+11,114
| New | +$554K | 0.23% | 161 |
|
|
2014
Q1 | – | Sell |
-15,987
| Closed | -$1.04M | – | 413 |
|
|
2013
Q4 | $1.04M | Buy |
+15,987
| New | +$1.04M | 0.42% | 76 |
|