B
WDR
BancorpSouth’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-47,630
| Closed | -$899K | – | 260 |
|
|
2017
Q2 | $899K | Buy |
47,630
+2,153
| +5% | +$40.6K | 0.09% | 89 |
|
|
2017
Q1 | $773K | Buy |
45,477
+1,523
| +3% | +$25.9K | 0.08% | 92 |
|
|
2016
Q4 | $857K | Buy |
43,954
+4,761
| +12% | +$92.8K | 0.09% | 91 |
|
|
2016
Q3 | $712K | Buy |
39,193
+1,203
| +3% | +$21.9K | 0.08% | 105 |
|
|
2016
Q2 | $655K | Buy |
37,990
+1,176
| +3% | +$20.3K | 0.07% | 108 |
|
|
2016
Q1 | $866K | Buy |
+36,814
| New | +$866K | 0.1% | 95 |
|