WDR
Holocene Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-37,266
| Closed | -$644K | – | 767 |
|
|
2019
Q1 | $644K | Sell |
37,266
-73,780
| -66% | -$1.28M | 0.01% | 346 |
|
|
2018
Q4 | $2.01M | Buy |
111,046
+49,025
| +79% | +$886K | 0.03% | 147 |
|
|
2018
Q3 | $1.31M | Buy |
62,021
+33,113
| +115% | +$702K | 0.02% | 99 |
|
|
2018
Q2 | $519K | Buy |
28,908
+9,011
| +45% | +$162K | 0.01% | 160 |
|
|
2018
Q1 | $402K | Sell |
19,897
-28,017
| -58% | -$566K | 0.01% | 326 |
|
|
2017
Q4 | $1.07M | Buy |
+47,914
| New | +$1.07M | 0.03% | 104 |
|