Asset Management One’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-39,984
| Closed | -$455K | – | 1092 |
|
|
2020
Q1 | $455K | Buy |
39,984
+7,976
| +25% | +$90.8K | ﹤0.01% | 890 |
|
|
2019
Q4 | $535K | Buy |
32,008
+7,088
| +28% | +$118K | ﹤0.01% | 936 |
|
|
2019
Q3 | $428K | Sell |
24,920
-7,822
| -24% | -$134K | ﹤0.01% | 951 |
|
|
2019
Q2 | $546K | Buy |
+32,742
| New | +$546K | ﹤0.01% | 956 |
|
|
2018
Q3 | – | Sell |
-27,709
| Closed | -$496K | – | 1114 |
|
|
2018
Q2 | $496K | Sell |
27,709
-950
| -3% | -$17K | ﹤0.01% | 976 |
|
|
2018
Q1 | $579K | Sell |
28,659
-1,200
| -4% | -$24.2K | ﹤0.01% | 935 |
|
|
2017
Q4 | $672K | Hold |
29,859
| – | – | ﹤0.01% | 917 |
|
|
2017
Q3 | $594K | Buy |
29,859
+3,846
| +15% | +$76.5K | ﹤0.01% | 919 |
|
|
2017
Q2 | $499K | Hold |
26,013
| – | – | ﹤0.01% | 889 |
|
|
2017
Q1 | $442K | Sell |
26,013
-4,459
| -15% | -$75.8K | ﹤0.01% | 905 |
|
|
2016
Q4 | $591K | Buy |
+30,472
| New | +$591K | ﹤0.01% | 858 |
|
|
2014
Q2 | – | Sell |
-3,750
| Closed | -$270K | – | 1192 |
|
|
2014
Q1 | $270K | Buy |
+3,750
| New | +$270K | ﹤0.01% | 1018 |
|