WDR
Loomis, Sayles & Company’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,449
| Closed | -$25K | – | 793 |
|
|
2019
Q1 | $25K | Buy |
1,449
+175
| +14% | +$3.02K | ﹤0.01% | 612 |
|
|
2018
Q4 | $23K | Buy |
1,274
+415
| +48% | +$7.49K | ﹤0.01% | 668 |
|
|
2018
Q3 | $18K | Buy |
+859
| New | +$18K | ﹤0.01% | 760 |
|
|
2018
Q1 | – | Sell |
-372
| Closed | -$8K | – | 941 |
|
|
2017
Q4 | $8K | Hold |
372
| – | – | ﹤0.01% | 803 |
|
|
2017
Q3 | $7K | Sell |
372
-1,615
| -81% | -$30.4K | ﹤0.01% | 823 |
|
|
2017
Q2 | $38K | Buy |
1,987
+1,615
| +434% | +$30.9K | ﹤0.01% | 634 |
|
|
2017
Q1 | $6K | Buy |
+372
| New | +$6K | ﹤0.01% | 859 |
|
|
2016
Q4 | – | Sell |
-337
| Closed | -$6K | – | 1133 |
|
|
2016
Q3 | $6K | Buy |
+337
| New | +$6K | ﹤0.01% | 862 |
|
|
2016
Q2 | – | Sell |
-268
| Closed | -$6K | – | 1149 |
|
|
2016
Q1 | $6K | Sell |
268
-455
| -63% | -$10.2K | ﹤0.01% | 931 |
|
|
2015
Q4 | $21K | Hold |
723
| – | – | ﹤0.01% | 791 |
|
|
2015
Q3 | $25K | Sell |
723
-185
| -20% | -$6.4K | ﹤0.01% | 834 |
|
|
2015
Q2 | $43K | Buy |
908
+536
| +144% | +$25.4K | ﹤0.01% | 701 |
|
|
2015
Q1 | $18K | Hold |
372
| – | – | ﹤0.01% | 712 |
|
|
2014
Q4 | $19K | Buy |
+372
| New | +$19K | ﹤0.01% | 711 |
|