WDR
DekaBank Deutsche Girozentrale’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-15,400
| Closed | -$310K | – | 1317 |
|
|
2019
Q1 | $310K | Buy |
+15,400
| New | +$310K | ﹤0.01% | 990 |
|
|
2018
Q4 | – | Sell |
-15,400
| Closed | -$310K | – | 1278 |
|
|
2018
Q3 | $310K | Sell |
15,400
-5,700
| -27% | -$115K | ﹤0.01% | 1012 |
|
|
2018
Q2 | $378K | Hold |
21,100
| – | – | ﹤0.01% | 966 |
|
|
2018
Q1 | $417K | Buy |
+21,100
| New | +$417K | ﹤0.01% | 898 |
|
|
2017
Q1 | – | Sell |
-18,740
| Closed | -$356K | – | 1028 |
|
|
2016
Q4 | $356K | Hold |
18,740
| – | – | ﹤0.01% | 719 |
|
|
2016
Q3 | $337K | Buy |
+18,740
| New | +$337K | ﹤0.01% | 744 |
|
|
2016
Q1 | – | Sell |
-12,650
| Closed | -$361K | – | 1117 |
|
|
2015
Q4 | $361K | Hold |
12,650
| – | – | ﹤0.01% | 753 |
|
|
2015
Q3 | $440K | Buy |
12,650
+2,930
| +30% | +$102K | 0.01% | 717 |
|
|
2015
Q2 | $460K | Hold |
9,720
| – | – | 0.01% | 716 |
|
|
2015
Q1 | $482K | Buy |
9,720
+2,220
| +30% | +$110K | 0.01% | 725 |
|
|
2014
Q4 | $371K | Buy |
7,500
+2,850
| +61% | +$141K | ﹤0.01% | 752 |
|
|
2014
Q3 | $240K | Hold |
4,650
| – | – | ﹤0.01% | 784 |
|
|
2014
Q2 | $291K | Buy |
4,650
+950
| +26% | +$59.5K | ﹤0.01% | 706 |
|
|
2014
Q1 | $272K | Buy |
+3,700
| New | +$272K | ﹤0.01% | 675 |
|