BC
WDR
Burney Company’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-55,617
| Closed | -$1.39M | – | 604 |
|
|
2021
Q1 | $1.39M | Sell |
55,617
-16,747
| -23% | -$419K | 0.07% | 273 |
|
|
2020
Q4 | $1.84M | Sell |
72,364
-40,750
| -36% | -$1.04M | 0.1% | 226 |
|
|
2020
Q3 | $1.68M | Buy |
113,114
+28,265
| +33% | +$420K | 0.1% | 228 |
|
|
2020
Q2 | $1.32M | Sell |
84,849
-4,424
| -5% | -$68.6K | 0.09% | 240 |
|
|
2020
Q1 | $1.02M | Sell |
89,273
-11,684
| -12% | -$133K | 0.08% | 230 |
|
|
2019
Q4 | $1.69M | Sell |
100,957
-94,660
| -48% | -$1.58M | 0.09% | 217 |
|
|
2019
Q3 | $3.36M | Buy |
195,617
+9,001
| +5% | +$155K | 0.2% | 135 |
|
|
2019
Q2 | $3.11M | Buy |
186,616
+81,037
| +77% | +$1.35M | 0.19% | 155 |
|
|
2019
Q1 | $1.83M | Buy |
105,579
+69,587
| +193% | +$1.2M | 0.11% | 197 |
|
|
2018
Q4 | $651K | Buy |
35,992
+25,136
| +232% | +$455K | 0.05% | 277 |
|
|
2018
Q3 | $230K | Buy |
+10,856
| New | +$230K | 0.01% | 412 |
|
|
2015
Q4 | – | Sell |
-5,964
| Closed | -$207K | – | 395 |
|
|
2015
Q3 | $207K | Buy |
5,964
+1,102
| +23% | +$38.2K | 0.02% | 350 |
|
|
2015
Q2 | $230K | Sell |
4,862
-60
| -1% | -$2.84K | 0.02% | 369 |
|
|
2015
Q1 | $244K | Buy |
+4,922
| New | +$244K | 0.02% | 368 |
|
|
2014
Q4 | – | Sell |
-4,195
| Closed | -$217K | – | 403 |
|
|
2014
Q3 | $217K | Sell |
4,195
-500
| -11% | -$25.9K | 0.02% | 379 |
|
|
2014
Q2 | $294K | Sell |
4,695
-596
| -11% | -$37.3K | 0.03% | 349 |
|
|
2014
Q1 | $390K | Sell |
5,291
-162
| -3% | -$11.9K | 0.04% | 304 |
|
|
2013
Q4 | $355K | Sell |
5,453
-290
| -5% | -$18.9K | 0.03% | 321 |
|
|
2013
Q3 | $296K | Buy |
5,743
+185
| +3% | +$9.54K | 0.03% | 342 |
|
|
2013
Q2 | $242K | Buy |
+5,558
| New | +$242K | 0.03% | 356 |
|