WCBA
WDR
Weaver C. Barksdale & Associates’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-364
| Closed | -$6K | – | 533 |
|
|
2017
Q1 | $6K | Hold |
364
| – | – | 0.01% | 370 |
|
|
2016
Q4 | $7K | Buy |
364
+5
| +1% | +$96 | 0.01% | 341 |
|
|
2016
Q3 | $7K | Buy |
359
+42
| +13% | +$819 | 0.01% | 337 |
|
|
2016
Q2 | $5K | Buy |
317
+73
| +30% | +$1.15K | 0.01% | 366 |
|
|
2016
Q1 | $6K | Buy |
244
+26
| +12% | +$639 | ﹤0.01% | 367 |
|
|
2015
Q4 | $6K | Buy |
218
+37
| +20% | +$1.02K | ﹤0.01% | 363 |
|
|
2015
Q3 | $6K | Buy |
181
+24
| +15% | +$796 | ﹤0.01% | 360 |
|
|
2015
Q2 | $7K | Buy |
157
+10
| +7% | +$446 | 0.01% | 345 |
|
|
2015
Q1 | $7K | Hold |
147
| – | – | 0.01% | 349 |
|
|
2014
Q4 | $7K | Buy |
147
+22
| +18% | +$1.05K | 0.01% | 332 |
|
|
2014
Q3 | $6K | Buy |
125
+23
| +23% | +$1.1K | ﹤0.01% | 347 |
|
|
2014
Q2 | $6K | Buy |
102
+20
| +24% | +$1.18K | ﹤0.01% | 363 |
|
|
2014
Q1 | $6K | Sell |
82
-14
| -15% | -$1.02K | 0.01% | 355 |
|
|
2013
Q4 | $6K | Hold |
96
| – | – | 0.01% | 363 |
|
|
2013
Q3 | $5K | Sell |
96
-12
| -11% | -$625 | ﹤0.01% | 390 |
|
|
2013
Q2 | $5K | Buy |
+108
| New | +$5K | ﹤0.01% | 383 |
|