Crow Point Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,464
| Closed | -$30K | – | 259 |
|
|
2018
Q1 | $30K | Sell |
1,464
-4,809
| -77% | -$98.5K | 0.01% | 227 |
|
|
2017
Q4 | $141K | Sell |
6,273
-9,200
| -59% | -$207K | 0.02% | 149 |
|
|
2017
Q3 | $308K | Sell |
15,473
-1,790
| -10% | -$35.6K | 0.05% | 128 |
|
|
2017
Q2 | $331K | Sell |
17,263
-2,447
| -12% | -$46.9K | 0.05% | 106 |
|
|
2017
Q1 | $335K | Buy |
19,710
+17,310
| +721% | +$294K | 0.05% | 113 |
|
|
2016
Q4 | $47K | Buy |
+2,400
| New | +$47K | 0.01% | 211 |
|