WDR
CIBC World Market’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 |
-9,310
| Closed | -$233K | – | 1393 |
|
|
2021
Q1 | $233K | Hold |
9,310
| – | – | ﹤0.01% | 1095 |
|
|
2020
Q4 | $237K | Buy |
+9,310
| New | +$237K | ﹤0.01% | 1071 |
|
|
2019
Q2 | – | Sell |
-11,910
| Closed | -$206K | – | 1186 |
|
|
2019
Q1 | $206K | Sell |
11,910
-4,879
| -29% | -$84.4K | ﹤0.01% | 1022 |
|
|
2018
Q4 | $304K | Buy |
16,789
+214
| +1% | +$3.88K | ﹤0.01% | 847 |
|
|
2018
Q3 | $351K | Buy |
16,575
+275
| +2% | +$5.82K | ﹤0.01% | 887 |
|
|
2018
Q2 | $293K | Buy |
16,300
+160
| +1% | +$2.88K | ﹤0.01% | 944 |
|
|
2018
Q1 | $326K | Buy |
+16,140
| New | +$326K | ﹤0.01% | 927 |
|
|
2017
Q3 | – | Sell |
-10,846
| Closed | -$205K | – | 1055 |
|
|
2017
Q2 | $205K | Buy |
+10,846
| New | +$205K | ﹤0.01% | 1010 |
|
|
2017
Q1 | – | Sell |
-10,818
| Closed | -$211K | – | 1084 |
|
|
2016
Q4 | $211K | Hold |
10,818
| – | – | ﹤0.01% | 926 |
|
|
2016
Q3 | $196K | Buy |
10,818
+270
| +3% | +$4.89K | ﹤0.01% | 887 |
|
|
2016
Q2 | $182K | Buy |
+10,548
| New | +$182K | ﹤0.01% | 846 |
|
|
2015
Q4 | – | Sell |
-5,969
| Closed | -$208K | – | 930 |
|
|
2015
Q3 | $208K | Sell |
5,969
-312
| -5% | -$10.9K | ﹤0.01% | 774 |
|
|
2015
Q2 | $297K | Buy |
6,281
+1,386
| +28% | +$65.5K | ﹤0.01% | 756 |
|
|
2015
Q1 | $242K | Buy |
+4,895
| New | +$242K | ﹤0.01% | 713 |
|
|
2014
Q2 | – | Sell |
-22,438
| Closed | -$1.65M | – | 760 |
|
|
2014
Q1 | $1.65M | Buy |
22,438
+16,076
| +253% | +$1.18M | 0.01% | 302 |
|
|
2013
Q4 | $414K | Buy |
+6,362
| New | +$414K | ﹤0.01% | 549 |
|