WDR
Barrow, Hanley, Mewhinney & Strauss’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,302
| Closed | -$186K | – | 368 |
|
|
2020
Q4 | $186K | Sell |
7,302
-14,336
| -66% | -$365K | ﹤0.01% | 163 |
|
|
2020
Q3 | $322K | Buy |
+21,638
| New | +$322K | ﹤0.01% | 157 |
|
|
2020
Q2 | – | Sell |
-47,169
| Closed | -$537K | – | 422 |
|
|
2020
Q1 | $537K | Sell |
47,169
-201,094
| -81% | -$2.29M | ﹤0.01% | 214 |
|
|
2019
Q4 | $4.15M | Buy |
248,263
+10,931
| +5% | +$183K | 0.01% | 157 |
|
|
2019
Q3 | $4.08M | Sell |
237,332
-29,480
| -11% | -$506K | 0.01% | 164 |
|
|
2019
Q2 | $4.45M | Sell |
266,812
-10,205
| -4% | -$170K | 0.01% | 171 |
|
|
2019
Q1 | $4.79M | Buy |
277,017
+16,555
| +6% | +$286K | 0.01% | 162 |
|
|
2018
Q4 | $4.71M | Sell |
260,462
-117,703
| -31% | -$2.13M | 0.01% | 156 |
|
|
2018
Q3 | $8.01M | Buy |
378,165
+109,239
| +41% | +$2.31M | 0.01% | 157 |
|
|
2018
Q2 | $4.83M | Buy |
268,926
+673
| +0.3% | +$12.1K | 0.01% | 215 |
|
|
2018
Q1 | $5.42M | Sell |
268,253
-728
| -0.3% | -$14.7K | 0.01% | 191 |
|
|
2017
Q4 | $6.01M | Buy |
268,981
+18,878
| +8% | +$422K | 0.01% | 189 |
|
|
2017
Q3 | $5.02M | Buy |
250,103
+55,984
| +29% | +$1.12M | 0.01% | 210 |
|
|
2017
Q2 | $3.67M | Buy |
194,119
+101,144
| +109% | +$1.91M | 0.01% | 238 |
|
|
2017
Q1 | $1.58M | Buy |
92,975
+3,251
| +4% | +$55.3K | ﹤0.01% | 279 |
|
|
2016
Q4 | $1.75M | Buy |
89,724
+31,671
| +55% | +$618K | ﹤0.01% | 274 |
|
|
2016
Q3 | $1.05M | Buy |
+58,053
| New | +$1.05M | ﹤0.01% | 291 |
|