WDR
Bessemer Group’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 |
-3,000
| Closed | -$76K | – | 1735 |
|
|
2020
Q4 | $76K | Buy |
3,000
+2,000
| +200% | +$50.7K | ﹤0.01% | 920 |
|
|
2020
Q3 | $15K | Buy |
+1,000
| New | +$15K | ﹤0.01% | 1082 |
|
|
2019
Q1 | – | Sell |
-360
| Closed | -$7K | – | 2055 |
|
|
2018
Q4 | $7K | Buy |
360
+149
| +71% | +$2.9K | ﹤0.01% | 1726 |
|
|
2018
Q3 | $4K | Buy |
211
+66
| +46% | +$1.25K | ﹤0.01% | 1729 |
|
|
2018
Q2 | $3K | Hold |
145
| – | – | ﹤0.01% | 1608 |
|
|
2018
Q1 | $3K | Hold |
145
| – | – | ﹤0.01% | 1589 |
|
|
2017
Q4 | $3K | Buy |
+145
| New | +$3K | ﹤0.01% | 1611 |
|
|
2015
Q2 | – | Sell |
-224
| Closed | -$11K | – | 1610 |
|
|
2015
Q1 | $11K | Hold |
224
| – | – | ﹤0.01% | 1218 |
|
|
2014
Q4 | $11K | Sell |
224
-131
| -37% | -$6.43K | ﹤0.01% | 1239 |
|
|
2014
Q3 | $18K | Hold |
355
| – | – | ﹤0.01% | 1025 |
|
|
2014
Q2 | $22K | Hold |
355
| – | – | ﹤0.01% | 994 |
|
|
2014
Q1 | $26K | Hold |
355
| – | – | ﹤0.01% | 958 |
|
|
2013
Q4 | $23K | Hold |
355
| – | – | ﹤0.01% | 973 |
|
|
2013
Q3 | $18K | Hold |
355
| – | – | ﹤0.01% | 968 |
|
|
2013
Q2 | $15K | Buy |
+355
| New | +$15K | ﹤0.01% | 981 |
|