TDAM USA’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
Q2 | – | Sell |
-52,377
| Closed | -$1.23M | – | 392 |
|
|
2016
Q1 | $1.23M | Buy |
52,377
+2,953
| +6% | +$69.5K | 0.06% | 197 |
|
|
2015
Q4 | $1.42M | Buy |
49,424
+27,905
| +130% | +$799K | 0.07% | 184 |
|
|
2015
Q3 | $748K | Buy |
21,519
+230
| +1% | +$8K | 0.04% | 259 |
|
|
2015
Q2 | $1.01M | Sell |
21,289
-563
| -3% | -$26.6K | 0.05% | 242 |
|
|
2015
Q1 | $1.08M | Buy |
+21,852
| New | +$1.08M | 0.04% | 245 |
|
|
2014
Q3 | – | Sell |
-8,027
| Closed | -$502K | – | 348 |
|
|
2014
Q2 | $502K | Buy |
8,027
+65
| +0.8% | +$4.07K | 0.02% | 234 |
|
|
2014
Q1 | $586K | Buy |
7,962
+1,012
| +15% | +$74.5K | 0.03% | 223 |
|
|
2013
Q4 | $453K | Buy |
+6,950
| New | +$453K | 0.02% | 239 |
|