EGM
WDR
Engineers Gate Manager’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-17,440
| Closed | -$259K | – | 2119 |
|
|
2020
Q3 | $259K | Buy |
+17,440
| New | +$259K | 0.01% | 1322 |
|
|
2020
Q2 | – | Sell |
-57,213
| Closed | -$651K | – | 2083 |
|
|
2020
Q1 | $651K | Buy |
57,213
+33,666
| +143% | +$383K | 0.05% | 636 |
|
|
2019
Q4 | $394K | Buy |
+23,547
| New | +$394K | 0.02% | 1112 |
|
|
2019
Q3 | – | Sell |
-53,068
| Closed | -$884K | – | 1703 |
|
|
2019
Q2 | $884K | Buy |
+53,068
| New | +$884K | 0.05% | 544 |
|
|
2017
Q4 | – | Sell |
-86,499
| Closed | -$1.74M | – | 913 |
|
|
2017
Q3 | $1.74M | Buy |
+86,499
| New | +$1.74M | 0.15% | 270 |
|
|
2017
Q2 | – | Sell |
-83,469
| Closed | -$1.42M | – | 849 |
|
|
2017
Q1 | $1.42M | Buy |
83,469
+58,169
| +230% | +$989K | 0.14% | 273 |
|
|
2016
Q4 | $494K | Sell |
25,300
-96,299
| -79% | -$1.88M | 0.05% | 445 |
|
|
2016
Q3 | $2.21M | Sell |
121,599
-59,840
| -33% | -$1.09M | 0.23% | 166 |
|
|
2016
Q2 | $3.12M | Buy |
181,439
+127,442
| +236% | +$2.19M | 0.22% | 147 |
|
|
2016
Q1 | $1.27M | Buy |
+53,997
| New | +$1.27M | 0.1% | 340 |
|
|
2015
Q4 | – | Sell |
-99,367
| Closed | -$3.46M | – | 843 |
|
|
2015
Q3 | $3.46M | Buy |
99,367
+64,478
| +185% | +$2.24M | 0.29% | 129 |
|
|
2015
Q2 | $1.65M | Buy |
34,889
+26,128
| +298% | +$1.24M | 0.16% | 187 |
|
|
2015
Q1 | $434K | Sell |
8,761
-4,113
| -32% | -$204K | 0.06% | 568 |
|
|
2014
Q4 | $641K | Buy |
+12,874
| New | +$641K | 0.18% | 177 |
|