Shelton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,010
| Closed | -$230K | – | 775 |
|
|
2015
Q4 | $230K | Hold |
8,010
| – | – | 0.02% | 645 |
|
|
2015
Q3 | $279K | Hold |
8,010
| – | – | 0.03% | 564 |
|
|
2015
Q2 | $379K | Hold |
8,010
| – | – | 0.04% | 474 |
|
|
2015
Q1 | $397K | Sell |
8,010
-697
| -8% | -$34.5K | 0.04% | 467 |
|
|
2014
Q4 | $434K | Sell |
8,707
-674
| -7% | -$33.6K | 0.05% | 424 |
|
|
2014
Q3 | $485K | Hold |
9,381
| – | – | 0.07% | 349 |
|
|
2014
Q2 | $587K | Hold |
9,381
| – | – | 0.08% | 295 |
|
|
2014
Q1 | $691K | Hold |
9,381
| – | – | 0.1% | 212 |
|
|
2013
Q4 | $611K | Sell |
9,381
-262
| -3% | -$17.1K | 0.09% | 242 |
|
|
2013
Q3 | $496K | Hold |
9,643
| – | – | 0.08% | 297 |
|
|
2013
Q2 | $419K | Buy |
+9,643
| New | +$419K | 0.08% | 331 |
|