FDx Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-40,701
| Closed | -$817K | – | 1320 |
|
|
2017
Q3 | $817K | Sell |
40,701
-960
| -2% | -$19.3K | 0.02% | 598 |
|
|
2017
Q2 | $787K | Buy |
41,661
+10,433
| +33% | +$197K | 0.02% | 597 |
|
|
2017
Q1 | $531K | Buy |
31,228
+1,836
| +6% | +$31.2K | 0.02% | 760 |
|
|
2016
Q4 | $573K | Buy |
+29,392
| New | +$573K | 0.02% | 723 |
|
|
2015
Q4 | – | Sell |
-15,547
| Closed | -$541K | – | 923 |
|
|
2015
Q3 | $541K | Buy |
15,547
+3,042
| +24% | +$106K | 0.05% | 420 |
|
|
2015
Q2 | $592K | Sell |
12,505
-3,595
| -22% | -$170K | 0.03% | 514 |
|
|
2015
Q1 | $800K | Sell |
16,100
-144
| -0.9% | -$7.16K | 0.02% | 695 |
|
|
2014
Q4 | $809K | Sell |
16,244
-11,149
| -41% | -$555K | 0.05% | 380 |
|
|
2014
Q3 | $1.42M | Sell |
27,393
-4,677
| -15% | -$242K | 0.09% | 228 |
|
|
2014
Q2 | $2.01M | Buy |
32,070
+20,235
| +171% | +$1.27M | 0.13% | 179 |
|
|
2014
Q1 | $871K | Buy |
11,835
+4,528
| +62% | +$333K | 0.07% | 278 |
|
|
2013
Q4 | $476K | Sell |
7,307
-4,728
| -39% | -$308K | 0.05% | 373 |
|
|
2013
Q3 | $620K | Buy |
12,035
+5,568
| +86% | +$287K | 0.07% | 248 |
|
|
2013
Q2 | $281K | Buy |
+6,467
| New | +$281K | 0.04% | 401 |
|