Dynamic Technology Lab’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-13,512
| Closed | -$232K | – | 1429 |
|
|
2019
Q3 | $232K | Buy |
13,512
+872
| +7% | +$15K | 0.04% | 759 |
|
|
2019
Q2 | $211K | Sell |
12,640
-17,198
| -58% | -$287K | 0.04% | 793 |
|
|
2019
Q1 | $516K | Buy |
+29,838
| New | +$516K | 0.08% | 426 |
|
|
2018
Q3 | – | Sell |
-50,157
| Closed | -$902K | – | 1468 |
|
|
2018
Q2 | $902K | Buy |
+50,157
| New | +$902K | 0.14% | 220 |
|
|
2017
Q1 | – | Sell |
-11,541
| Closed | -$225K | – | 1375 |
|
|
2016
Q4 | $225K | Buy |
+11,541
| New | +$225K | 0.06% | 669 |
|
|
2016
Q3 | – | Sell |
-13,716
| Closed | -$236K | – | 1253 |
|
|
2016
Q2 | $236K | Sell |
13,716
-10,333
| -43% | -$178K | 0.06% | 635 |
|
|
2016
Q1 | $566K | Buy |
24,049
+13,744
| +133% | +$323K | 0.15% | 210 |
|
|
2015
Q4 | $295K | Buy |
+10,305
| New | +$295K | 0.09% | 503 |
|
|
2014
Q4 | – | Sell |
-6,395
| Closed | -$331K | – | 944 |
|
|
2014
Q3 | $331K | Buy |
+6,395
| New | +$331K | 0.16% | 257 |
|
|
2014
Q1 | – | Sell |
-9,142
| Closed | -$595K | – | 789 |
|
|
2013
Q4 | $595K | Buy |
+9,142
| New | +$595K | 0.41% | 22 |
|