FRM
WDR
Fox Run Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,229
| Closed | -$188K | – | 426 |
|
|
2019
Q4 | $188K | Buy |
+11,229
| New | +$188K | 0.15% | 336 |
|
|
2019
Q2 | – | Sell |
-12,070
| Closed | -$209K | – | 700 |
|
|
2019
Q1 | $209K | Buy |
+12,070
| New | +$209K | 0.12% | 380 |
|
|
2018
Q3 | – | Sell |
-12,417
| Closed | -$223K | – | 906 |
|
|
2018
Q2 | $223K | Sell |
12,417
-6,100
| -33% | -$110K | 0.07% | 545 |
|
|
2018
Q1 | $374K | Buy |
+18,517
| New | +$374K | 0.09% | 422 |
|
|
2017
Q3 | – | Sell |
-32,000
| Closed | -$604K | – | 946 |
|
|
2017
Q2 | $604K | Buy |
+32,000
| New | +$604K | 0.21% | 159 |
|
|
2017
Q1 | – | Sell |
-14,100
| Closed | -$275K | – | 806 |
|
|
2016
Q4 | $275K | Buy |
+14,100
| New | +$275K | 0.14% | 327 |
|
|
2016
Q2 | – | Sell |
-14,700
| Closed | -$346K | – | 717 |
|
|
2016
Q1 | $346K | Buy |
+14,700
| New | +$346K | 0.23% | 182 |
|