AIA
WDR
Allegis Investment Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-20,293
| Closed | -$453K | – | 252 |
|
|
2017
Q4 | $453K | Sell |
20,293
-36,825
| -64% | -$822K | 0.13% | 161 |
|
|
2017
Q3 | $1.15M | Buy |
57,118
+3,060
| +6% | +$61.4K | 0.27% | 94 |
|
|
2017
Q2 | $1.02M | Buy |
54,058
+2,868
| +6% | +$54.2K | 0.26% | 98 |
|
|
2017
Q1 | $870K | Buy |
51,190
+8,134
| +19% | +$138K | 0.23% | 108 |
|
|
2016
Q4 | $840K | Buy |
43,056
+8,844
| +26% | +$173K | 0.26% | 105 |
|
|
2016
Q3 | $621K | Buy |
34,212
+16,013
| +88% | +$291K | 0.24% | 122 |
|
|
2016
Q2 | $306K | Buy |
18,199
+7,778
| +75% | +$131K | 0.15% | 151 |
|
|
2016
Q1 | $245K | Buy |
10,421
+5,369
| +106% | +$126K | 0.14% | 161 |
|
|
2015
Q4 | $145K | Buy |
+5,052
| New | +$145K | 0.08% | 179 |
|