D.A. Davidson & Co’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-221
| Closed | -$4K | – | 2537 |
|
|
2016
Q4 | $4K | Buy |
221
+136
| +160% | +$2.46K | ﹤0.01% | 2297 |
|
|
2016
Q3 | $1K | Hold |
85
| – | – | ﹤0.01% | 2356 |
|
|
2016
Q2 | $1K | Sell |
85
-2,780
| -97% | -$32.7K | ﹤0.01% | 2309 |
|
|
2016
Q1 | $66K | Sell |
2,865
-7,635
| -73% | -$176K | ﹤0.01% | 1287 |
|
|
2015
Q4 | $300K | Sell |
10,500
-2,868
| -21% | -$81.9K | 0.01% | 711 |
|
|
2015
Q3 | $462K | Sell |
13,368
-1,221
| -8% | -$42.2K | 0.02% | 552 |
|
|
2015
Q2 | $689K | Sell |
14,589
-384
| -3% | -$18.1K | 0.02% | 493 |
|
|
2015
Q1 | $740K | Sell |
14,973
-7,517
| -33% | -$372K | 0.02% | 474 |
|
|
2014
Q4 | $1.12M | Buy |
22,490
+6,590
| +41% | +$328K | 0.04% | 387 |
|
|
2014
Q3 | $821K | Buy |
15,900
+6,332
| +66% | +$327K | 0.03% | 457 |
|
|
2014
Q2 | $597K | Sell |
9,568
-5,293
| -36% | -$330K | 0.02% | 549 |
|
|
2014
Q1 | $1.09M | Sell |
14,861
-180
| -1% | -$13.2K | 0.04% | 388 |
|
|
2013
Q4 | $977K | Buy |
15,041
+658
| +5% | +$42.7K | 0.04% | 407 |
|
|
2013
Q3 | $739K | Sell |
14,383
-160
| -1% | -$8.22K | 0.03% | 412 |
|
|
2013
Q2 | $632K | Buy |
+14,543
| New | +$632K | 0.03% | 424 |
|