WDR
AllianceBernstein’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-104,609
| Closed | -$2.62M | – | 3513 |
|
|
2021
Q1 | $2.62M | Sell |
104,609
-18,530
| -15% | -$464K | ﹤0.01% | 1917 |
|
|
2020
Q4 | $3.14M | Sell |
123,139
-1,545
| -1% | -$39.3K | ﹤0.01% | 1724 |
|
|
2020
Q3 | $1.85M | Sell |
124,684
-553
| -0.4% | -$8.21K | ﹤0.01% | 1886 |
|
|
2020
Q2 | $1.94M | Buy |
125,237
+307
| +0.2% | +$4.76K | ﹤0.01% | 1852 |
|
|
2020
Q1 | $1.42M | Sell |
124,930
-110,650
| -47% | -$1.26M | ﹤0.01% | 1864 |
|
|
2019
Q4 | $3.94M | Sell |
235,580
-5,650
| -2% | -$94.5K | ﹤0.01% | 1567 |
|
|
2019
Q3 | $4.14M | Sell |
241,230
-14,500
| -6% | -$249K | ﹤0.01% | 1499 |
|
|
2019
Q2 | $4.26M | Buy |
255,730
+66,570
| +35% | +$1.11M | ﹤0.01% | 1518 |
|
|
2019
Q1 | $3.27M | Sell |
189,160
-21,170
| -10% | -$366K | ﹤0.01% | 1617 |
|
|
2018
Q4 | $3.8M | Sell |
210,330
-900
| -0.4% | -$16.3K | ﹤0.01% | 1444 |
|
|
2018
Q3 | $4.47M | Hold |
211,230
| – | – | ﹤0.01% | 1348 |
|
|
2018
Q2 | $3.8M | Sell |
211,230
-4,940
| -2% | -$88.8K | ﹤0.01% | 1432 |
|
|
2018
Q1 | $4.37M | Buy |
216,170
+38,370
| +22% | +$775K | ﹤0.01% | 1288 |
|
|
2017
Q4 | $3.97M | Buy |
177,800
+53,630
| +43% | +$1.2M | ﹤0.01% | 1363 |
|
|
2017
Q3 | $2.49M | Hold |
124,170
| – | – | ﹤0.01% | 1685 |
|
|
2017
Q2 | $2.34M | Sell |
124,170
-115,826
| -48% | -$2.19M | ﹤0.01% | 1710 |
|
|
2017
Q1 | $4.08M | Buy |
239,996
+103,110
| +75% | +$1.75M | ﹤0.01% | 1307 |
|
|
2016
Q4 | $2.67M | Sell |
136,886
-70
| -0.1% | -$1.37K | ﹤0.01% | 1613 |
|
|
2016
Q3 | $2.49M | Sell |
136,956
-10
| -0% | -$182 | ﹤0.01% | 1606 |
|
|
2016
Q2 | $2.36M | Buy |
136,966
+71,331
| +109% | +$1.23M | ﹤0.01% | 1560 |
|
|
2016
Q1 | $1.55M | Sell |
65,635
-130
| -0.2% | -$3.06K | ﹤0.01% | 1804 |
|
|
2015
Q4 | $1.89M | Sell |
65,765
-430
| -0.6% | -$12.3K | ﹤0.01% | 1664 |
|
|
2015
Q3 | $2.3M | Sell |
66,195
-390
| -0.6% | -$13.6K | ﹤0.01% | 1533 |
|
|
2015
Q2 | $3.15M | Buy |
66,585
+650
| +1% | +$30.8K | ﹤0.01% | 1409 |
|
|
2015
Q1 | $3.27M | Sell |
65,935
-304,274
| -82% | -$15.1M | ﹤0.01% | 1386 |
|
|
2014
Q4 | $18.4M | Buy |
370,209
+296,185
| +400% | +$14.8M | 0.02% | 723 |
|
|
2014
Q3 | $3.83M | Sell |
74,024
-83,540
| -53% | -$4.32M | ﹤0.01% | 1221 |
|
|
2014
Q2 | $9.86M | Sell |
157,564
-1,350
| -0.8% | -$84.5K | 0.01% | 885 |
|
|
2014
Q1 | $11.7M | Buy |
158,914
+65,041
| +69% | +$4.79M | 0.01% | 814 |
|
|
2013
Q4 | $6.11M | Sell |
93,873
-10,219
| -10% | -$665K | 0.01% | 1014 |
|
|
2013
Q3 | $5.36M | Buy |
104,092
+1,865
| +2% | +$96K | 0.01% | 1020 |
|
|
2013
Q2 | $4.45M | Buy |
+102,227
| New | +$4.45M | ﹤0.01% | 1066 |
|