Glassman Wealth Services’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2
| Closed | – | – | 1610 |
|
|
2019
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1511 |
|
|
2019
Q1 | – | Sell |
-14
| Closed | – | – | 1263 |
|
|
2018
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 1053 |
|
|
2018
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1008 |
|
|
2018
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 1006 |
|
|
2018
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 986 |
|
|
2017
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 842 |
|