Ladenburg Thalmann Financial Services’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $91K | Sell |
5,409
-254
| -4% | -$4.27K | ﹤0.01% | 3101 |
|
|
2019
Q3 | $97K | Sell |
5,663
-543
| -9% | -$9.3K | ﹤0.01% | 2963 |
|
|
2019
Q2 | $104K | Sell |
6,206
-1,617
| -21% | -$27.1K | ﹤0.01% | 2951 |
|
|
2019
Q1 | $135K | Sell |
7,823
-5,085
| -39% | -$87.8K | ﹤0.01% | 2685 |
|
|
2018
Q4 | $234K | Buy |
12,908
+586
| +5% | +$10.6K | ﹤0.01% | 2124 |
|
|
2018
Q3 | $260K | Sell |
12,322
-316
| -3% | -$6.67K | ﹤0.01% | 2105 |
|
|
2018
Q2 | $255K | Hold |
12,638
| – | – | ﹤0.01% | 2046 |
|
|
2018
Q1 | $255K | Sell |
12,638
-1,246
| -9% | -$25.1K | ﹤0.01% | 2046 |
|
|
2017
Q4 | $310K | Buy |
13,884
+9,105
| +191% | +$203K | ﹤0.01% | 1882 |
|
|
2017
Q3 | $96K | Buy |
4,779
+890
| +23% | +$17.9K | ﹤0.01% | 2633 |
|
|
2017
Q2 | $73K | Sell |
3,889
-135
| -3% | -$2.53K | ﹤0.01% | 2733 |
|
|
2017
Q1 | $69K | Buy |
4,024
+413
| +11% | +$7.08K | ﹤0.01% | 2664 |
|
|
2016
Q4 | $71K | Sell |
3,611
-3,017
| -46% | -$59.3K | ﹤0.01% | 2586 |
|
|
2016
Q3 | $121K | Buy |
6,628
+5,577
| +531% | +$102K | ﹤0.01% | 2110 |
|
|
2016
Q2 | $18K | Buy |
1,051
+15
| +1% | +$257 | ﹤0.01% | 3426 |
|
|
2016
Q1 | $24K | Sell |
1,036
-503
| -33% | -$11.7K | ﹤0.01% | 3140 |
|
|
2015
Q4 | $44K | Sell |
1,539
-4,573
| -75% | -$131K | ﹤0.01% | 2655 |
|
|
2015
Q3 | $212K | Buy |
6,112
+254
| +4% | +$8.81K | ﹤0.01% | 1451 |
|
|
2015
Q2 | $277K | Sell |
5,858
-4,948
| -46% | -$234K | 0.01% | 1382 |
|
|
2015
Q1 | $535K | Sell |
10,806
-4,505
| -29% | -$223K | 0.01% | 1005 |
|
|
2014
Q4 | $763K | Sell |
15,311
-426
| -3% | -$21.2K | 0.02% | 711 |
|
|
2014
Q3 | $813K | Buy |
15,737
+73
| +0.5% | +$3.77K | 0.02% | 587 |
|
|
2014
Q2 | $980K | Buy |
15,664
+2,062
| +15% | +$129K | 0.03% | 516 |
|
|
2014
Q1 | $1M | Buy |
13,602
+805
| +6% | +$59.2K | 0.03% | 460 |
|
|
2013
Q4 | $833K | Sell |
12,797
-4,310
| -25% | -$281K | 0.03% | 512 |
|
|
2013
Q3 | $881K | Buy |
17,107
+941
| +6% | +$48.5K | 0.03% | 461 |
|
|
2013
Q2 | $704K | Buy |
+16,166
| New | +$704K | 0.03% | 508 |
|