Hanseatic Management Services’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,717
| Closed | -$85K | – | 227 |
|
|
2020
Q3 | $85K | Buy |
+5,717
| New | +$85K | 0.19% | 92 |
|
|
2014
Q2 | – | Sell |
-1,528
| Closed | -$20.8K | – | 293 |
|
|
2014
Q1 | $20.8K | Sell |
1,528
-18,506
| -92% | -$251K | 0.63% | 54 |
|
|
2013
Q4 | $1.31M | Buy |
+20,034
| New | +$1.31M | 0.83% | 66 |
|