Waverly Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-260
| Closed | -$9K | – | 419 |
|
|
2015
Q3 | $9K | Hold |
260
| – | – | 0.01% | 352 |
|
|
2015
Q2 | $12K | Hold |
260
| – | – | 0.01% | 261 |
|
|
2015
Q1 | $13K | Hold |
260
| – | – | 0.01% | 237 |
|
|
2014
Q4 | $13K | Buy |
+260
| New | +$13K | 0.01% | 267 |
|
|
2014
Q1 | – | Sell |
-1,004
| Closed | -$65K | – | 857 |
|
|
2013
Q4 | $65K | Hold |
1,004
| – | – | 0.02% | 294 |
|
|
2013
Q3 | $52K | Buy |
+1,004
| New | +$52K | 0.03% | 240 |
|