Commonwealth Equity Services’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 |
-11,407
| Closed | -$205K | – | 2885 |
|
|
2018
Q2 | $205K | Sell |
11,407
-950
| -8% | -$17.1K | ﹤0.01% | 2451 |
|
|
2018
Q1 | $249K | Sell |
12,357
-1,183
| -9% | -$23.8K | ﹤0.01% | 2219 |
|
|
2017
Q4 | $302K | Sell |
13,540
-17,361
| -56% | -$387K | ﹤0.01% | 2049 |
|
|
2017
Q3 | $620K | Buy |
30,901
+1,570
| +5% | +$31.5K | ﹤0.01% | 1474 |
|
|
2017
Q2 | $554K | Buy |
29,331
+11,342
| +63% | +$214K | ﹤0.01% | 1503 |
|
|
2017
Q1 | $306K | Buy |
17,989
+432
| +2% | +$7.35K | ﹤0.01% | 1842 |
|
|
2016
Q4 | $343K | Sell |
17,557
-3,904
| -18% | -$76.3K | ﹤0.01% | 1681 |
|
|
2016
Q3 | $390K | Sell |
21,461
-1,253
| -6% | -$22.8K | ﹤0.01% | 1537 |
|
|
2016
Q2 | $391K | Sell |
22,714
-3,861
| -15% | -$66.5K | ﹤0.01% | 1506 |
|
|
2016
Q1 | $626K | Sell |
26,575
-528
| -2% | -$12.4K | 0.01% | 1198 |
|
|
2015
Q4 | $777K | Buy |
27,103
+2,916
| +12% | +$83.6K | 0.01% | 1059 |
|
|
2015
Q3 | $841K | Sell |
24,187
-971
| -4% | -$33.8K | 0.01% | 980 |
|
|
2015
Q2 | $1.19M | Buy |
+25,158
| New | +$1.19M | 0.01% | 866 |
|
|
2015
Q1 | – | Sell |
-4,757
| Closed | -$237K | – | 2234 |
|
|
2014
Q4 | $237K | Sell |
4,757
-11,980
| -72% | -$597K | ﹤0.01% | 1724 |
|
|
2014
Q3 | $865K | Buy |
16,737
+11,914
| +247% | +$616K | 0.01% | 936 |
|
|
2014
Q2 | $302K | Buy |
4,823
+803
| +20% | +$50.3K | ﹤0.01% | 1544 |
|
|
2014
Q1 | $296K | Buy |
+4,020
| New | +$296K | ﹤0.01% | 1479 |
|