SNT
WDR
Security National Trust’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-60
| Closed | -$3K | – | 517 |
|
|
2014
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 490 |
|
|
2014
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 496 |
|
|
2014
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 486 |
|
|
2014
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 482 |
|
|
2013
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 478 |
|
|
2013
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 479 |
|
|
2013
Q2 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 473 |
|