WIL
WDR
Winifred I. Li’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $60K | Hold |
1,200
| – | – | 0.06% | 256 |
|
|
2014
Q3 | $62K | Sell |
1,200
-1,420
| -54% | -$73.4K | 0.06% | 257 |
|
|
2014
Q2 | $164K | Sell |
2,620
-10
| -0.4% | -$626 | 0.14% | 144 |
|
|
2014
Q1 | $194K | Hold |
2,630
| – | – | 0.17% | 130 |
|
|
2013
Q4 | $171K | Hold |
2,630
| – | – | 0.15% | 137 |
|
|
2013
Q3 | $135K | Hold |
2,630
| – | – | 0.12% | 150 |
|
|
2013
Q2 | $114K | Buy |
+2,630
| New | +$114K | 0.11% | 166 |
|