Cornerstone Advisors (Washington)’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2K | Hold |
115
| – | – | ﹤0.01% | 622 |
|
|
2020
Q2 | $2K | Hold |
115
| – | – | ﹤0.01% | 608 |
|
|
2020
Q1 | $1K | Hold |
115
| – | – | ﹤0.01% | 752 |
|
|
2019
Q4 | $2K | Hold |
115
| – | – | ﹤0.01% | 630 |
|
|
2019
Q3 | $2K | Sell |
115
-98
| -46% | -$1.7K | ﹤0.01% | 620 |
|
|
2019
Q2 | $4K | Buy |
213
+98
| +85% | +$1.84K | ﹤0.01% | 1001 |
|
|
2019
Q1 | $2K | Hold |
115
| – | – | ﹤0.01% | 1091 |
|
|
2018
Q4 | $2K | Hold |
115
| – | – | ﹤0.01% | 915 |
|
|
2018
Q3 | $2K | Hold |
115
| – | – | ﹤0.01% | 923 |
|
|
2018
Q2 | $2K | Hold |
115
| – | – | ﹤0.01% | 892 |
|
|
2018
Q1 | $2K | Hold |
115
| – | – | ﹤0.01% | 866 |
|
|
2017
Q4 | $3K | Hold |
115
| – | – | ﹤0.01% | 786 |
|
|
2017
Q3 | $2K | Hold |
115
| – | – | ﹤0.01% | 834 |
|
|
2017
Q2 | $2K | Hold |
115
| – | – | ﹤0.01% | 824 |
|
|
2017
Q1 | $2K | Hold |
115
| – | – | ﹤0.01% | 824 |
|
|
2016
Q4 | $2K | Hold |
115
| – | – | ﹤0.01% | 846 |
|
|
2016
Q3 | $2K | Sell |
115
-115
| -50% | -$2K | ﹤0.01% | 824 |
|
|
2016
Q2 | $4K | Hold |
230
| – | – | ﹤0.01% | 630 |
|
|
2016
Q1 | $5K | Hold |
230
| – | – | 0.01% | 577 |
|
|
2015
Q4 | $7K | Hold |
230
| – | – | 0.01% | 512 |
|
|
2015
Q3 | $8K | Buy |
+230
| New | +$8K | 0.01% | 491 |
|