Westwood Holdings Group’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
Q4 | – | Sell |
-94,265
| Closed | -$4.87M | – | 333 |
|
|
2014
Q3 | $4.87M | Buy |
+94,265
| New | +$4.87M | 0.04% | 228 |
|
|
2014
Q1 | – | Sell |
-31,915
| Closed | -$2.08M | – | 325 |
|
|
2013
Q4 | $2.08M | Sell |
31,915
-7,100
| -18% | -$462K | 0.02% | 257 |
|
|
2013
Q3 | $2.01M | Sell |
39,015
-1,850
| -5% | -$95.2K | 0.02% | 272 |
|
|
2013
Q2 | $1.78M | Buy |
+40,865
| New | +$1.78M | 0.02% | 275 |
|