FHA
WDR
First Horizon Advisors’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 |
-128
| Closed | -$1K | – | 1632 |
|
|
2020
Q3 | $1K | Hold |
128
| – | – | ﹤0.01% | 1404 |
|
|
2020
Q2 | $1K | Hold |
128
| – | – | ﹤0.01% | 1360 |
|
|
2020
Q1 | $1K | Sell |
128
-65
| -34% | -$508 | ﹤0.01% | 1335 |
|
|
2019
Q4 | $3K | Hold |
193
| – | – | ﹤0.01% | 1355 |
|
|
2019
Q3 | $3K | Sell |
193
-30
| -13% | -$466 | ﹤0.01% | 1356 |
|
|
2019
Q2 | $3K | Sell |
223
-31
| -12% | -$417 | ﹤0.01% | 1359 |
|
|
2019
Q1 | $4K | Buy |
+254
| New | +$4K | ﹤0.01% | 1316 |
|
|
2017
Q1 | – | Sell |
-251
| Closed | -$4K | – | 1623 |
|
|
2016
Q4 | $4K | Hold |
251
| – | – | ﹤0.01% | 1211 |
|
|
2016
Q3 | $4K | Buy |
+251
| New | +$4K | ﹤0.01% | 1204 |
|
|
2016
Q2 | – | Sell |
-1,005
| Closed | -$22K | – | 1439 |
|
|
2016
Q1 | $22K | Sell |
1,005
-75
| -7% | -$1.64K | ﹤0.01% | 780 |
|
|
2015
Q4 | $30K | Buy |
1,080
+249
| +30% | +$6.92K | 0.01% | 606 |
|
|
2015
Q3 | $29K | Buy |
831
+12
| +1% | +$419 | ﹤0.01% | 677 |
|
|
2015
Q2 | $38K | Buy |
819
+58
| +8% | +$2.69K | 0.01% | 621 |
|
|
2015
Q1 | $37K | Buy |
761
+11
| +1% | +$535 | 0.01% | 646 |
|
|
2014
Q4 | $37K | Hold |
750
| – | – | 0.01% | 623 |
|
|
2014
Q3 | $39K | Sell |
750
-10
| -1% | -$520 | 0.01% | 603 |
|
|
2014
Q2 | $44K | Buy |
760
+64
| +9% | +$3.71K | 0.01% | 585 |
|
|
2014
Q1 | $50K | Buy |
696
+8
| +1% | +$575 | 0.01% | 513 |
|
|
2013
Q4 | $45K | Buy |
688
+393
| +133% | +$25.7K | 0.01% | 507 |
|
|
2013
Q3 | $15K | Sell |
295
-35
| -11% | -$1.78K | ﹤0.01% | 740 |
|
|
2013
Q2 | $14K | Buy |
+330
| New | +$14K | 0.01% | 445 |
|