LJHT
WDR
Laurie J. Hall Trustee’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-260
| Closed | -$4.33K | – | 307 |
|
|
2017
Q1 | $4.33K | Hold |
260
| – | – | ﹤0.01% | 280 |
|
|
2016
Q4 | $5K | Buy |
+260
| New | +$5K | ﹤0.01% | 276 |
|
|
2016
Q2 | $4K | Buy |
260
+140
| +117% | +$2.15K | ﹤0.01% | 281 |
|
|
2016
Q1 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 268 |
|