DLHL
WDR
Donald L. Hagan LLC’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-53,143
| Closed | -$1.07M | – | 80 |
|
|
2017
Q3 | $1.07M | Sell |
53,143
-2,119
| -4% | -$42.5K | 0.97% | 30 |
|
|
2017
Q2 | $1.04M | Buy |
55,262
+13,674
| +33% | +$258K | 0.99% | 31 |
|
|
2017
Q1 | $707K | Buy |
41,588
+582
| +1% | +$9.89K | 0.68% | 40 |
|
|
2016
Q4 | $800K | Buy |
41,006
+156
| +0.4% | +$3.04K | 0.76% | 38 |
|
|
2016
Q3 | $742K | Buy |
40,850
+3,498
| +9% | +$63.5K | 0.73% | 33 |
|
|
2016
Q2 | $643K | Buy |
+37,352
| New | +$643K | 0.62% | 42 |
|