DSC
WDR
Duncker Streett & Co’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$18K | – | 588 |
|
|
2018
Q4 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 451 |
|
|
2018
Q3 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 465 |
|
|
2018
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 474 |
|
|
2018
Q1 | $20K | Hold |
1,000
| – | – | 0.01% | 470 |
|
|
2017
Q4 | $22K | Sell |
1,000
-1,250
| -56% | -$27.5K | 0.01% | 461 |
|
|
2017
Q3 | $45K | Sell |
2,250
-250
| -10% | -$5K | 0.01% | 388 |
|
|
2017
Q2 | $47K | Hold |
2,500
| – | – | 0.01% | 389 |
|
|
2017
Q1 | $43K | Sell |
2,500
-500
| -17% | -$8.6K | 0.01% | 412 |
|
|
2016
Q4 | $59K | Hold |
3,000
| – | – | 0.02% | 367 |
|
|
2016
Q3 | $54K | Hold |
3,000
| – | – | 0.02% | 359 |
|
|
2016
Q2 | $52K | Hold |
3,000
| – | – | 0.02% | 352 |
|
|
2016
Q1 | $71K | Hold |
3,000
| – | – | 0.03% | 319 |
|
|
2015
Q4 | $86K | Hold |
3,000
| – | – | 0.03% | 306 |
|
|
2015
Q3 | $104K | Hold |
3,000
| – | – | 0.04% | 293 |
|
|
2015
Q2 | $142K | Hold |
3,000
| – | – | 0.05% | 273 |
|
|
2015
Q1 | $149K | Sell |
3,000
-200
| -6% | -$9.93K | 0.05% | 270 |
|
|
2014
Q4 | $159K | Buy |
3,200
+100
| +3% | +$4.97K | 0.05% | 266 |
|
|
2014
Q3 | $160K | Buy |
3,100
+1,650
| +114% | +$85.2K | 0.05% | 262 |
|
|
2014
Q2 | $91K | Buy |
+1,450
| New | +$91K | 0.03% | 335 |
|