Advisor Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $103K | Buy |
6,169
+5,763
| +1,419% | +$96.2K | ﹤0.01% | 2925 |
|
|
2019
Q3 | $7K | Sell |
406
-2,134
| -84% | -$36.8K | ﹤0.01% | 4519 |
|
|
2019
Q2 | $42K | Sell |
2,540
-337
| -12% | -$5.57K | ﹤0.01% | 3500 |
|
|
2019
Q1 | $49K | Sell |
2,877
-973
| -25% | -$16.6K | ﹤0.01% | 3400 |
|
|
2018
Q4 | $70K | Sell |
3,850
-896
| -19% | -$16.3K | ﹤0.01% | 2950 |
|
|
2018
Q3 | $100K | Sell |
4,746
-274
| -5% | -$5.77K | ﹤0.01% | 2755 |
|
|
2018
Q2 | $90K | Sell |
5,020
-771
| -13% | -$13.8K | ﹤0.01% | 2607 |
|
|
2018
Q1 | $117K | Sell |
5,791
-693
| -11% | -$14K | ﹤0.01% | 2444 |
|
|
2017
Q4 | $145K | Sell |
6,484
-29,981
| -82% | -$670K | ﹤0.01% | 2270 |
|
|
2017
Q3 | $731K | Buy |
36,465
+620
| +2% | +$12.4K | 0.01% | 985 |
|
|
2017
Q2 | $676K | Buy |
35,845
+2,950
| +9% | +$55.6K | 0.01% | 960 |
|
|
2017
Q1 | $560K | Buy |
32,895
+3,446
| +12% | +$58.7K | 0.01% | 1010 |
|
|
2016
Q4 | $574K | Buy |
29,449
+6,002
| +26% | +$117K | 0.01% | 937 |
|
|
2016
Q3 | $426K | Sell |
23,447
-4,186
| -15% | -$76.1K | 0.01% | 1056 |
|
|
2016
Q2 | $473K | Buy |
+27,633
| New | +$473K | 0.01% | 949 |
|