IFP Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5076 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4874 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4697 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4468 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4287 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4065 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3943 |
|
|
2019
Q4 | – | Sell |
-607
| Closed | -$11K | – | 3873 |
|
|
2019
Q3 | $11K | Buy |
+607
| New | +$11K | ﹤0.01% | 2039 |
|
|
2019
Q1 | $10K | Sell |
607
-3,636
| -86% | -$59.9K | ﹤0.01% | 1630 |
|
|
2018
Q4 | $76K | Buy |
4,243
+3,846
| +969% | +$68.9K | ﹤0.01% | 1345 |
|
|
2018
Q3 | $8K | Hold |
397
| – | – | ﹤0.01% | 2983 |
|
|
2018
Q2 | $7K | Sell |
397
-2,478
| -86% | -$43.7K | ﹤0.01% | 3080 |
|
|
2018
Q1 | $64K | Hold |
2,875
| – | – | ﹤0.01% | 1670 |
|
|
2017
Q4 | $64K | Sell |
2,875
-479
| -14% | -$10.7K | ﹤0.01% | 1668 |
|
|
2017
Q3 | $67K | Sell |
3,354
-385
| -10% | -$7.69K | ﹤0.01% | 1803 |
|
|
2017
Q2 | $71K | Sell |
3,739
-332
| -8% | -$6.3K | ﹤0.01% | 1726 |
|
|
2017
Q1 | $69K | Buy |
4,071
+1,116
| +38% | +$18.9K | ﹤0.01% | 1724 |
|
|
2016
Q4 | $58K | Buy |
2,955
+1,684
| +132% | +$33.1K | ﹤0.01% | 1787 |
|
|
2016
Q3 | $23K | Buy |
1,271
+7
| +0.6% | +$127 | ﹤0.01% | 2313 |
|
|
2016
Q2 | $22K | Buy |
1,264
+657
| +108% | +$11.4K | ﹤0.01% | 2289 |
|
|
2016
Q1 | $10K | Sell |
607
-2,123
| -78% | -$35K | ﹤0.01% | 1630 |
|
|
2015
Q4 | $78K | Buy |
+2,730
| New | +$78K | 0.01% | 1317 |
|