Group One Trading’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,739
| Closed | -$44K | – | 8853 |
|
|
2021
Q1 | $44K | Buy |
+1,739
| New | +$43.7K | ﹤0.01% | 6327 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$1.74K | – | 5618 |
|
|
2019
Q1 | $2K | Buy |
+100
| New | +$1.76K | ﹤0.01% | 4625 |
|
|
2018
Q2 | – | Sell |
-2,212
| Closed | -$45K | – | 5653 |
|
|
2018
Q1 | $45K | Buy |
2,212
+1,758
| +387% | +$37.1K | ﹤0.01% | 3719 |
|
|
2017
Q4 | $10K | Buy |
+454
| New | +$9.24K | ﹤0.01% | 4387 |
|
|
2017
Q3 | – | Sell |
-1,399
| Closed | -$26.9K | – | 5347 |
|
|
2017
Q2 | $26K | Buy |
+1,399
| New | +$24.6K | ﹤0.01% | 3841 |
|
|
2017
Q1 | – | Sell |
-5,863
| Closed | -$107K | – | 5170 |
|
|
2016
Q4 | $114K | Buy |
+5,863
| New | +$109K | ﹤0.01% | 2770 |
|
|
2016
Q3 | – | Sell |
-4,892
| Closed | -$89.1K | – | 5067 |
|
|
2016
Q2 | $84K | Sell |
4,892
-2,523
| -34% | -$51.5K | ﹤0.01% | 2981 |
|
|
2016
Q1 | $175K | Sell |
7,415
-1,280
| -15% | -$31.1K | ﹤0.01% | 2416 |
|
|
2015
Q4 | $249K | Buy |
+8,695
| New | +$299K | ﹤0.01% | 2330 |
|
|
2015
Q3 | – | Sell |
-5,834
| Closed | -$241K | – | 5360 |
|
|
2015
Q2 | $276K | Buy |
+5,834
| New | +$284K | ﹤0.01% | 2293 |
|
|
2014
Q4 | – | Sell |
-443
| Closed | -$21.1K | – | 5428 |
|
|
2014
Q3 | $23K | Buy |
+443
| New | +$24.7K | ﹤0.01% | 4045 |
|
|
2013
Q4 | – | Sell |
-410
| Closed | -$25.1K | – | 5655 |
|
|
2013
Q3 | $21K | Buy |
+410
| New | +$20.4K | ﹤0.01% | 4154 |
|