JOYN Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,384
| Closed | -$25K | – | 1623 |
|
|
2018
Q4 | $25K | Sell |
1,384
-40
| -3% | -$723 | 0.01% | 590 |
|
|
2018
Q3 | $30K | Sell |
1,424
-480
| -25% | -$10.1K | 0.01% | 553 |
|
|
2018
Q2 | $34K | Sell |
1,904
-6,858
| -78% | -$122K | 0.01% | 512 |
|
|
2018
Q1 | $177K | Buy |
+8,762
| New | +$177K | 0.04% | 145 |
|