BFG
WDR
Barber Financial Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17,332
| Closed | -$269K | – | 138 |
|
|
2020
Q2 | $269K | Buy |
17,332
+302
| +2% | +$4.69K | 0.06% | 97 |
|
|
2020
Q1 | $194K | Buy |
17,030
+216
| +1% | +$2.46K | 0.06% | 103 |
|
|
2019
Q4 | $281K | Buy |
16,814
+277
| +2% | +$4.63K | 0.06% | 111 |
|
|
2019
Q3 | $284K | Buy |
16,537
+391
| +2% | +$6.72K | 0.06% | 107 |
|
|
2019
Q2 | $269K | Hold |
16,146
| – | – | 0.06% | 114 |
|
|
2019
Q1 | $279K | Hold |
16,146
| – | – | 0.05% | 106 |
|
|
2018
Q4 | $292K | Hold |
16,146
| – | – | 0.06% | 105 |
|
|
2018
Q3 | $342K | Hold |
16,146
| – | – | 0.08% | 92 |
|
|
2018
Q2 | $290K | Buy |
+16,146
| New | +$290K | 0.08% | 93 |
|