Sterneck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-202,076
| Closed | -$4.06M | – | 118 |
|
|
2017
Q3 | $4.06M | Sell |
202,076
-26,707
| -12% | -$536K | 2.33% | 8 |
|
|
2017
Q2 | $4.32M | Buy |
228,783
+12,422
| +6% | +$235K | 2.58% | 9 |
|
|
2017
Q1 | $3.68M | Buy |
216,361
+80,216
| +59% | +$1.36M | 2.19% | 11 |
|
|
2016
Q4 | $2.66M | Buy |
136,145
+21,829
| +19% | +$426K | 1.71% | 18 |
|
|
2016
Q3 | $2.08M | Buy |
+114,316
| New | +$2.08M | 1.38% | 25 |
|