WDR
AssetMark Inc’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 |
-26
| Closed | -$1K | – | 1608 |
|
|
2021
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1321 |
|
|
2018
Q4 | – | Sell |
-4,767
| Closed | -$101K | – | 1579 |
|
|
2018
Q3 | $101K | Sell |
4,767
-168
| -3% | -$3.56K | ﹤0.01% | 580 |
|
|
2018
Q2 | $89K | Buy |
4,935
+285
| +6% | +$5.14K | ﹤0.01% | 591 |
|
|
2018
Q1 | $94K | Buy |
4,650
+21
| +0.5% | +$425 | ﹤0.01% | 591 |
|
|
2017
Q4 | $103K | Buy |
+4,629
| New | +$103K | ﹤0.01% | 610 |
|
|
2016
Q2 | – | Sell |
-289
| Closed | -$7K | – | 1298 |
|
|
2016
Q1 | $7K | Buy |
289
+249
| +623% | +$6.03K | ﹤0.01% | 926 |
|
|
2015
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1310 |
|