Interval Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-109,589
| Closed | -$1.25M | – | 243 |
|
|
2020
Q1 | $1.25M | Buy |
+109,589
| New | +$1.25M | 0.1% | 99 |
|
|
2018
Q3 | – | Sell |
-68,617
| Closed | -$1.23M | – | 226 |
|
|
2018
Q2 | $1.23M | Sell |
68,617
-298,440
| -81% | -$5.36M | 0.05% | 140 |
|
|
2018
Q1 | $7.42M | Sell |
367,057
-96,211
| -21% | -$1.94M | 0.33% | 69 |
|
|
2017
Q4 | $10.3M | Buy |
463,268
+251,028
| +118% | +$5.61M | 0.43% | 53 |
|
|
2017
Q3 | $4.26M | Buy |
+212,240
| New | +$4.26M | 0.19% | 86 |
|
|
2015
Q1 | – | Sell |
-15,949
| Closed | -$795K | – | 151 |
|
|
2014
Q4 | $795K | Sell |
15,949
-14,804
| -48% | -$738K | 0.12% | 84 |
|
|
2014
Q3 | $1.59M | Sell |
30,753
-2,000
| -6% | -$103K | 0.33% | 59 |
|
|
2014
Q2 | $2.05M | Buy |
+32,753
| New | +$2.05M | 0.47% | 44 |
|