Neuburgh Advisers’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $237K | Hold |
13,816
| – | – | 0.01% | 648 |
|
|
2019
Q2 | $230K | Hold |
13,816
| – | – | 0.01% | 655 |
|
|
2019
Q1 | $239K | Hold |
13,816
| – | – | 0.01% | 638 |
|
|
2018
Q4 | $250K | Hold |
13,816
| – | – | 0.01% | 584 |
|
|
2018
Q3 | $293K | Buy |
13,816
+2,772
| +25% | +$58.8K | 0.01% | 622 |
|
|
2018
Q2 | $198K | Buy |
11,044
+2,816
| +34% | +$50.5K | 0.01% | 648 |
|
|
2018
Q1 | $166K | Hold |
8,228
| – | – | 0.01% | 692 |
|
|
2017
Q4 | $184K | Buy |
8,228
+1,364
| +20% | +$30.5K | 0.01% | 679 |
|
|
2017
Q3 | $138K | Buy |
6,864
+1,034
| +18% | +$20.8K | 0.01% | 696 |
|
|
2017
Q2 | $110K | Buy |
5,830
+2,596
| +80% | +$49K | ﹤0.01% | 710 |
|
|
2017
Q1 | $55K | Buy |
3,234
+220
| +7% | +$3.74K | ﹤0.01% | 744 |
|
|
2016
Q4 | $59K | Buy |
+3,014
| New | +$59K | ﹤0.01% | 715 |
|