Virtus Fund Advisers’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 |
-221
| Closed | -$6K | – | 796 |
|
|
2015
Q4 | $6K | Hold |
221
| – | – | ﹤0.01% | 757 |
|
|
2015
Q3 | $8K | Hold |
221
| – | – | ﹤0.01% | 690 |
|
|
2015
Q2 | $10K | Sell |
221
-1,413
| -86% | -$63.9K | ﹤0.01% | 677 |
|
|
2015
Q1 | $81K | Sell |
1,634
-168
| -9% | -$8.33K | ﹤0.01% | 583 |
|
|
2014
Q4 | $90K | Hold |
1,802
| – | – | ﹤0.01% | 615 |
|
|
2014
Q3 | $93K | Sell |
1,802
-8,868
| -83% | -$458K | ﹤0.01% | 617 |
|
|
2014
Q2 | $668K | Buy |
+10,670
| New | +$668K | ﹤0.01% | 557 |
|