James Investment Research’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-13,445
| Closed | -$224K | – | 676 |
|
|
2019
Q2 | $224K | Sell |
13,445
-34,755
| -72% | -$579K | 0.02% | 339 |
|
|
2019
Q1 | $833K | Sell |
48,200
-18,305
| -28% | -$316K | 0.05% | 240 |
|
|
2018
Q4 | $1.2M | Sell |
66,505
-38,975
| -37% | -$704K | 0.07% | 232 |
|
|
2018
Q3 | $2.23M | Buy |
105,480
+315
| +0.3% | +$6.67K | 0.09% | 255 |
|
|
2018
Q2 | $1.89M | Buy |
105,165
+16,209
| +18% | +$291K | 0.07% | 394 |
|
|
2018
Q1 | $1.8M | Buy |
88,956
+1,556
| +2% | +$31.5K | 0.07% | 379 |
|
|
2017
Q4 | $1.95M | Buy |
+87,400
| New | +$1.95M | 0.07% | 301 |
|
|
2017
Q2 | – | Sell |
-104,902
| Closed | -$1.78M | – | 793 |
|
|
2017
Q1 | $1.78M | Buy |
+104,902
| New | +$1.78M | 0.05% | 249 |
|