Huntington National Bank’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-104
| Closed | -$2K | – | 2065 |
|
|
2019
Q1 | $2K | Hold |
104
| – | – | ﹤0.01% | 1503 |
|
|
2018
Q4 | $2K | Hold |
104
| – | – | ﹤0.01% | 1585 |
|
|
2018
Q3 | $2K | Buy |
+104
| New | +$2K | ﹤0.01% | 1609 |
|
|
2016
Q2 | – | Sell |
-285
| Closed | -$14K | – | 1780 |
|
|
2016
Q1 | $14K | Sell |
285
-115
| -29% | -$5.65K | ﹤0.01% | 1426 |
|
|
2015
Q4 | $11K | Sell |
400
-137
| -26% | -$3.77K | ﹤0.01% | 1350 |
|
|
2015
Q3 | $19K | Hold |
537
| – | – | ﹤0.01% | 1288 |
|
|
2015
Q2 | $25K | Sell |
537
-148
| -22% | -$6.89K | ﹤0.01% | 1295 |
|
|
2015
Q1 | $34K | Buy |
685
+312
| +84% | +$15.5K | ﹤0.01% | 1224 |
|
|
2014
Q4 | $19K | Sell |
373
-44,439
| -99% | -$2.26M | ﹤0.01% | 1359 |
|
|
2014
Q3 | $2.32M | Buy |
+44,812
| New | +$2.32M | 0.05% | 339 |
|
|
2014
Q2 | – | Sell |
-3,045
| Closed | -$224K | – | 1134 |
|
|
2014
Q1 | $224K | Sell |
3,045
-492
| -14% | -$36.2K | ﹤0.01% | 1052 |
|
|
2013
Q4 | $230K | Sell |
3,537
-11
| -0.3% | -$715 | 0.01% | 650 |
|
|
2013
Q3 | $183K | Buy |
+3,548
| New | +$183K | 0.01% | 701 |
|