IA
WDR
IFG Advisory’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 |
-11,336
| Closed | -$195K | – | 372 |
|
|
2019
Q1 | $195K | Sell |
11,336
-1,246
| -10% | -$21.4K | 0.04% | 323 |
|
|
2018
Q4 | $227K | Sell |
12,582
-5,024
| -29% | -$90.6K | 0.05% | 280 |
|
|
2018
Q3 | $372K | Sell |
17,606
-3,438
| -16% | -$72.6K | 0.07% | 260 |
|
|
2018
Q2 | $378K | Sell |
21,044
-1,962
| -9% | -$35.2K | 0.08% | 233 |
|
|
2018
Q1 | $464K | Sell |
23,006
-738
| -3% | -$14.9K | 0.1% | 191 |
|
|
2017
Q4 | $530K | Buy |
+23,744
| New | +$530K | 0.12% | 169 |
|