Timber Hill’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-6,046
| Closed | -$378K | – | 1224 |
|
|
2014
Q2 | $378K | Buy |
+6,046
| New | +$378K | ﹤0.01% | 536 |
|
|
2014
Q1 | – | Sell |
-4,746
| Closed | -$309K | – | 1316 |
|
|
2013
Q4 | $309K | Sell |
4,746
-2,724
| -36% | -$177K | ﹤0.01% | 634 |
|
|
2013
Q3 | $385K | Buy |
+7,470
| New | +$385K | ﹤0.01% | 575 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 1354 |
|