Allworth Financial’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-200
| Closed | -$3K | – | 1471 |
|
|
2020
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 961 |
|
|
2020
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 981 |
|
|
2020
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 1107 |
|
|
2019
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 881 |
|
|
2019
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 792 |
|
|
2019
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 788 |
|
|
2019
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 799 |
|
|
2018
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 668 |
|
|
2018
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 710 |
|
|
2018
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 701 |
|
|
2018
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 636 |
|
|
2017
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 611 |
|
|
2017
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 614 |
|
|
2017
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 615 |
|
|
2017
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 623 |
|
|
2016
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 522 |
|
|
2016
Q3 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 543 |
|