BPM
WDR
Bowling Portfolio Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-83,035
| Closed | -$1.49M | – | 389 |
|
|
2018
Q2 | $1.49M | Sell |
83,035
-18,723
| -18% | -$336K | 0.21% | 191 |
|
|
2018
Q1 | $2.06M | Buy |
101,758
+27,784
| +38% | +$562K | 0.28% | 125 |
|
|
2017
Q4 | $1.65M | Buy |
73,974
+61,461
| +491% | +$1.37M | 0.22% | 164 |
|
|
2017
Q3 | $251K | Sell |
12,513
-151
| -1% | -$3.03K | 0.04% | 334 |
|
|
2017
Q2 | $239K | Buy |
+12,664
| New | +$239K | 0.04% | 340 |
|