Advisory Services Network’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-49
| Closed | -$1K | – | 3958 |
|
|
2020
Q3 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 3510 |
|
|
2019
Q4 | – | Sell |
-271
| Closed | -$5K | – | 3342 |
|
|
2019
Q3 | $5K | Hold |
271
| – | – | ﹤0.01% | 2440 |
|
|
2019
Q2 | $5K | Hold |
271
| – | – | ﹤0.01% | 2438 |
|
|
2019
Q1 | $5K | Hold |
271
| – | – | ﹤0.01% | 2138 |
|
|
2018
Q4 | $5K | Hold |
271
| – | – | ﹤0.01% | 2068 |
|
|
2018
Q3 | $6K | Hold |
271
| – | – | ﹤0.01% | 2031 |
|
|
2018
Q2 | $5K | Hold |
271
| – | – | ﹤0.01% | 2060 |
|
|
2018
Q1 | $5K | Hold |
271
| – | – | ﹤0.01% | 2160 |
|
|
2017
Q4 | $6K | Hold |
271
| – | – | ﹤0.01% | 2076 |
|
|
2017
Q3 | $5K | Hold |
271
| – | – | ﹤0.01% | 1926 |
|
|
2017
Q2 | $5K | Hold |
271
| – | – | ﹤0.01% | 1853 |
|
|
2017
Q1 | $5K | Buy |
+271
| New | +$5K | ﹤0.01% | 1749 |
|
|
2016
Q3 | $5K | Hold |
271
| – | – | ﹤0.01% | 1558 |
|
|
2016
Q2 | $5K | Sell |
271
-90
| -25% | -$1.66K | ﹤0.01% | 1433 |
|
|
2016
Q1 | $8K | Sell |
361
-68
| -16% | -$1.51K | ﹤0.01% | 1142 |
|
|
2015
Q4 | $12K | Hold |
429
| – | – | ﹤0.01% | 908 |
|
|
2015
Q3 | $15K | Buy |
429
+68
| +19% | +$2.38K | ﹤0.01% | 824 |
|
|
2015
Q2 | $17K | Hold |
361
| – | – | 0.01% | 774 |
|
|
2015
Q1 | $18K | Sell |
361
-79
| -18% | -$3.94K | 0.01% | 722 |
|
|
2014
Q4 | $18K | Buy |
+440
| New | +$18K | 0.01% | 617 |
|
|
2014
Q1 | – | Sell |
-351
| Closed | -$23K | – | 895 |
|
|
2013
Q4 | $23K | Buy |
+351
| New | +$23K | 0.01% | 452 |
|