HAG
WDR
HighPoint Advisor Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,252
| Closed | -$158K | – | 490 |
|
|
2019
Q3 | $158K | Sell |
9,252
-659
| -7% | -$11.3K | 0.03% | 356 |
|
|
2019
Q2 | $169K | Buy |
+9,911
| New | +$169K | 0.04% | 341 |
|
|
2018
Q4 | – | Sell |
-42,614
| Closed | -$873K | – | 363 |
|
|
2018
Q3 | $873K | Buy |
+42,614
| New | +$873K | 0.24% | 103 |
|
|
2017
Q3 | – | Sell |
-21,360
| Closed | -$418K | – | 297 |
|
|
2017
Q2 | $418K | Hold |
21,360
| – | – | 0.13% | 181 |
|
|
2017
Q1 | $418K | Buy |
+21,360
| New | +$418K | 0.13% | 181 |
|