Welch Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,145
| Closed | -$130K | – | 147 |
|
|
2016
Q3 | $130K | Hold |
7,145
| – | – | 0.03% | 119 |
|
|
2016
Q2 | $123K | Sell |
7,145
-439
| -6% | -$7.56K | 0.03% | 110 |
|
|
2016
Q1 | $179K | Buy |
7,584
+439
| +6% | +$10.4K | 0.03% | 114 |
|
|
2015
Q4 | $205K | Hold |
7,145
| – | – | 0.04% | 100 |
|
|
2015
Q3 | $248K | Hold |
7,145
| – | – | 0.05% | 85 |
|
|
2015
Q2 | $338K | Buy |
7,145
+2,250
| +46% | +$106K | 0.06% | 76 |
|
|
2015
Q1 | $242 | Hold |
4,895
| – | – | 0.04% | 92 |
|
|
2014
Q4 | $244K | Hold |
4,895
| – | – | 0.05% | 87 |
|
|
2014
Q3 | $253K | Sell |
4,895
-185
| -4% | -$9.56K | 0.05% | 81 |
|
|
2014
Q2 | $318K | Hold |
5,080
| – | – | 0.07% | 75 |
|
|
2014
Q1 | $374K | Hold |
5,080
| – | – | 0.08% | 66 |
|
|
2013
Q4 | $331K | Hold |
5,080
| – | – | 0.08% | 72 |
|
|
2013
Q3 | $262K | Hold |
5,080
| – | – | 0.06% | 74 |
|
|
2013
Q2 | $221K | Buy |
+5,080
| New | +$221K | 0.06% | 82 |
|