Carson Wealth (CWM LLC)’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $29K | Buy |
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|
2018
Q3 | $32K | Sell |
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|
2018
Q2 | $37K | Sell |
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|
2018
Q1 | $42K | Sell |
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|
2017
Q4 | $65K | Sell |
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|
2017
Q3 | $25.8M | Sell |
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|
2017
Q2 | $25.1M | Buy |
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|
2017
Q1 | $17.6M | Buy |
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|
2016
Q4 | $17.6M | Buy |
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|
2016
Q3 | $14.3M | Buy |
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|
2016
Q2 | $11.1M | Buy |
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