DVM
WDR
Dreman Value Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $327K | Hold |
16,180
| – | – | 0.15% | 187 |
|
|
2017
Q4 | $361K | Hold |
16,180
| – | – | 0.2% | 167 |
|
|
2017
Q3 | $325K | Hold |
16,180
| – | – | 0.18% | 190 |
|
|
2017
Q2 | $305K | Buy |
16,180
+460
| +3% | +$8.67K | 0.17% | 199 |
|
|
2017
Q1 | $267K | Hold |
15,720
| – | – | 0.15% | 228 |
|
|
2016
Q4 | $307K | Buy |
+15,720
| New | +$307K | 0.17% | 223 |
|
|
2016
Q2 | – | Sell |
-148,941
| Closed | -$3.51M | – | 569 |
|
|
2016
Q1 | $3.51M | Buy |
+148,941
| New | +$3.51M | 0.4% | 86 |
|
|
2015
Q4 | – | Sell |
-148,799
| Closed | -$5.17M | – | 451 |
|
|
2015
Q3 | $5.17M | Buy |
+148,799
| New | +$5.17M | 0.52% | 71 |
|
|
2015
Q1 | – | Sell |
-1,865
| Closed | -$93K | – | 454 |
|
|
2014
Q4 | $93K | Buy |
+1,865
| New | +$93K | 0.01% | 341 |
|
|
2013
Q4 | – | Sell |
-134,072
| Closed | -$6.9M | – | 421 |
|
|
2013
Q3 | $6.9M | Buy |
+134,072
| New | +$6.9M | 0.62% | 60 |
|