Edge Wealth Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-500
| Closed | -$8K | – | 669 |
|
|
2020
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 498 |
|
|
2020
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 461 |
|
|
2019
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 450 |
|
|
2019
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 435 |
|
|
2019
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 443 |
|
|
2019
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 411 |
|
|
2018
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 415 |
|
|
2018
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 424 |
|
|
2018
Q2 | $9K | Hold |
500
| – | – | ﹤0.01% | 433 |
|
|
2018
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 387 |
|
|
2017
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 373 |
|
|
2017
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 373 |
|
|
2017
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 360 |
|
|
2017
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 361 |
|
|
2016
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 343 |
|
|
2016
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 344 |
|
|
2016
Q2 | $9K | Hold |
500
| – | – | ﹤0.01% | 327 |
|
|
2016
Q1 | $12K | Buy |
+500
| New | +$12K | 0.01% | 273 |
|