Meeder Asset Management’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 |
-72
| Closed | -$2K | – | 2752 |
|
|
2021
Q1 | $2K | Sell |
72
-26
| -27% | -$722 | ﹤0.01% | 2140 |
|
|
2020
Q4 | $2K | Hold |
98
| – | – | ﹤0.01% | 1565 |
|
|
2020
Q3 | $1K | Buy |
98
+35
| +56% | +$357 | ﹤0.01% | 2100 |
|
|
2020
Q2 | $1K | Buy |
+63
| New | +$1K | ﹤0.01% | 1989 |
|
|
2019
Q3 | – | Sell |
-1,382
| Closed | -$23K | – | 2324 |
|
|
2019
Q2 | $23K | Buy |
+1,382
| New | +$23K | ﹤0.01% | 1193 |
|
|
2019
Q1 | – | Sell |
-2,045
| Closed | -$37K | – | 1941 |
|
|
2018
Q4 | $37K | Buy |
+2,045
| New | +$37K | ﹤0.01% | 898 |
|
|
2016
Q3 | – | Sell |
-1,353
| Closed | -$23K | – | 1009 |
|
|
2016
Q2 | $23K | Buy |
+1,353
| New | +$23K | ﹤0.01% | 779 |
|