Carson Wealth (CWM LLC)’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,578
| Closed | -$29K | – | 3369 |
|
|
2018
Q4 | $29K | Buy |
1,578
+49
| +3% | +$901 | ﹤0.01% | 1030 |
|
|
2018
Q3 | $32K | Sell |
1,529
-515
| -25% | -$10.8K | ﹤0.01% | 847 |
|
|
2018
Q2 | $37K | Sell |
2,044
-34
| -2% | -$615 | ﹤0.01% | 701 |
|
|
2018
Q1 | $42K | Sell |
2,078
-854
| -29% | -$17.3K | ﹤0.01% | 585 |
|
|
2017
Q4 | $65K | Sell |
2,932
-1,282,342
| -100% | -$28.4M | ﹤0.01% | 489 |
|
|
2017
Q3 | $25.8M | Sell |
1,285,274
-43,031
| -3% | -$864K | 1.22% | 24 |
|
|
2017
Q2 | $25.1M | Buy |
1,328,305
+293,262
| +28% | +$5.54M | 1.29% | 27 |
|
|
2017
Q1 | $17.6M | Buy |
1,035,043
+134,538
| +15% | +$2.29M | 0.99% | 33 |
|
|
2016
Q4 | $17.6M | Buy |
900,505
+113,978
| +14% | +$2.22M | 1.08% | 33 |
|
|
2016
Q3 | $14.3M | Buy |
786,527
+140,071
| +22% | +$2.54M | 0.99% | 31 |
|
|
2016
Q2 | $11.1M | Buy |
+646,456
| New | +$11.1M | 0.81% | 41 |
|