Kovack Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,540
| Closed | -$289K | – | 709 |
|
|
2021
Q1 | $289K | Sell |
11,540
-185
| -2% | -$4.63K | 0.04% | 473 |
|
|
2020
Q4 | $299K | Sell |
11,725
-1,762
| -13% | -$44.9K | 0.04% | 409 |
|
|
2020
Q3 | $200K | Sell |
13,487
-868
| -6% | -$12.9K | 0.04% | 418 |
|
|
2020
Q2 | $223K | Buy |
14,355
+35
| +0.2% | +$544 | 0.04% | 381 |
|
|
2020
Q1 | $163K | Sell |
14,320
-4,300
| -23% | -$48.9K | 0.04% | 385 |
|
|
2019
Q4 | $311K | Sell |
18,620
-636
| -3% | -$10.6K | 0.06% | 348 |
|
|
2019
Q3 | $331K | Sell |
19,256
-2,100
| -10% | -$36.1K | 0.07% | 310 |
|
|
2019
Q2 | $356K | Sell |
21,356
-2,150
| -9% | -$35.8K | 0.08% | 263 |
|
|
2019
Q1 | $406K | Buy |
23,506
+1,350
| +6% | +$23.3K | 0.1% | 233 |
|
|
2018
Q4 | $401K | Sell |
22,156
-1,802
| -8% | -$32.6K | 0.12% | 200 |
|
|
2018
Q3 | $507K | Sell |
23,958
-1,600
| -6% | -$33.9K | 0.13% | 196 |
|
|
2018
Q2 | $459K | Sell |
25,558
-1,180
| -4% | -$21.2K | 0.13% | 192 |
|
|
2018
Q1 | $540K | Sell |
26,738
-363
| -1% | -$7.33K | 0.14% | 177 |
|
|
2017
Q4 | $605K | Sell |
27,101
-507
| -2% | -$11.3K | 0.15% | 168 |
|
|
2017
Q3 | $554K | Buy |
27,608
+855
| +3% | +$17.2K | 0.18% | 133 |
|
|
2017
Q2 | $505K | Buy |
26,753
+844
| +3% | +$15.9K | 0.16% | 157 |
|
|
2017
Q1 | $440K | Buy |
25,909
+4,071
| +19% | +$69.1K | 0.17% | 138 |
|
|
2016
Q4 | $426K | Sell |
21,838
-3,577
| -14% | -$69.8K | 0.2% | 120 |
|
|
2016
Q3 | $462K | Sell |
25,415
-832
| -3% | -$15.1K | 0.22% | 110 |
|
|
2016
Q2 | $452K | Buy |
+26,247
| New | +$452K | 0.24% | 106 |
|