Benjamin F. Edwards & Company’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-390
| Closed | -$7K | – | 1971 |
|
|
2019
Q3 | $7K | Hold |
390
| – | – | ﹤0.01% | 1510 |
|
|
2019
Q2 | $7K | Hold |
390
| – | – | ﹤0.01% | 1542 |
|
|
2019
Q1 | $7K | Hold |
390
| – | – | ﹤0.01% | 1426 |
|
|
2018
Q4 | $7K | Hold |
390
| – | – | ﹤0.01% | 1384 |
|
|
2018
Q3 | $8K | Hold |
390
| – | – | ﹤0.01% | 1330 |
|
|
2018
Q2 | $7K | Hold |
390
| – | – | ﹤0.01% | 1362 |
|
|
2018
Q1 | $8K | Hold |
390
| – | – | ﹤0.01% | 1325 |
|
|
2017
Q4 | $9K | Hold |
390
| – | – | ﹤0.01% | 1227 |
|
|
2017
Q3 | $8K | Buy |
+390
| New | +$8K | ﹤0.01% | 1211 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$9K | – | 1488 |
|
|
2017
Q1 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 1049 |
|
|
2016
Q4 | – | Sell |
-103
| Closed | -$2K | – | 1275 |
|
|
2016
Q3 | $2K | Buy |
103
+3
| +3% | +$58 | ﹤0.01% | 1064 |
|
|
2016
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1029 |
|