FCM
WDR
Flinton Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $367K | Hold |
21,352
| – | – | 0.01% | 541 |
|
2019
Q2 | $356K | Hold |
21,352
| – | – | 0.01% | 573 |
|
2019
Q1 | $369K | Hold |
21,352
| – | – | 0.01% | 544 |
|
2018
Q4 | $386K | Hold |
21,352
| – | – | 0.01% | 485 |
|
2018
Q3 | $452K | Buy |
21,352
+4,284
| +25% | +$90.7K | 0.01% | 516 |
|
2018
Q2 | $307K | Buy |
17,068
+4,352
| +34% | +$78.3K | 0.01% | 553 |
|
2018
Q1 | $257K | Hold |
12,716
| – | – | 0.01% | 593 |
|
2017
Q4 | $284K | Buy |
12,716
+2,108
| +20% | +$47.1K | 0.01% | 575 |
|
2017
Q3 | $213K | Buy |
10,608
+1,598
| +18% | +$32.1K | 0.01% | 603 |
|
2017
Q2 | $170K | Buy |
9,010
+4,012
| +80% | +$75.7K | 0.01% | 620 |
|
2017
Q1 | $85K | Buy |
4,998
+340
| +7% | +$5.78K | ﹤0.01% | 666 |
|
2016
Q4 | $91K | Buy |
+4,658
| New | +$91K | ﹤0.01% | 619 |
|