Crossmark Global Holdings’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,898
| Closed | -$273K | – | 1598 |
|
|
2018
Q3 | $273K | Buy |
12,898
+170
| +1% | +$3.6K | 0.01% | 1382 |
|
|
2018
Q2 | $229K | Sell |
12,728
-340
| -3% | -$6.12K | 0.01% | 1477 |
|
|
2018
Q1 | $264K | Sell |
13,068
-3,338
| -20% | -$67.4K | 0.01% | 1356 |
|
|
2017
Q4 | $367K | Sell |
16,406
-1,752
| -10% | -$39.2K | 0.01% | 1231 |
|
|
2017
Q3 | $364K | Buy |
+18,158
| New | +$364K | 0.01% | 1176 |
|
|
2016
Q3 | $364K | Buy |
+18,158
| New | +$364K | 0.01% | 1176 |
|