WDR
Franklin Resources’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 |
-12,607
| Closed | -$253K | – | 1538 |
|
|
2017
Q3 | $253K | Hold |
12,607
| – | – | ﹤0.01% | 1429 |
|
|
2017
Q2 | $238K | Buy |
12,607
+477
| +4% | +$9.01K | ﹤0.01% | 1451 |
|
|
2017
Q1 | $206K | Buy |
+12,130
| New | +$206K | ﹤0.01% | 1461 |
|
|
2016
Q3 | – | Sell |
-11,000
| Closed | -$189K | – | 1535 |
|
|
2016
Q2 | $189K | Sell |
11,000
-4,255
| -28% | -$73.1K | ﹤0.01% | 1475 |
|
|
2016
Q1 | $359K | Buy |
+15,255
| New | +$359K | ﹤0.01% | 1437 |
|
|
2014
Q3 | – | Sell |
-3,670
| Closed | -$230K | – | 1598 |
|
|
2014
Q2 | $230K | Hold |
3,670
| – | – | ﹤0.01% | 1525 |
|
|
2014
Q1 | $270K | Hold |
3,670
| – | – | ﹤0.01% | 1475 |
|
|
2013
Q4 | $239K | Buy |
+3,670
| New | +$239K | ﹤0.01% | 1463 |
|