Next Financial Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-100
| Closed | -$2K | – | 1576 |
|
|
2017
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1643 |
|
|
2017
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1779 |
|
|
2017
Q1 | – | Sell |
-2,900
| Closed | -$57K | – | 2399 |
|
|
2016
Q4 | $57K | Sell |
2,900
-1,000
| -26% | -$19.7K | 0.01% | 910 |
|
|
2016
Q3 | $71K | Buy |
3,900
+2,200
| +129% | +$40.1K | 0.01% | 790 |
|
|
2016
Q2 | $29K | Hold |
1,700
| – | – | 0.01% | 830 |
|
|
2016
Q1 | $40K | Sell |
1,700
-500
| -23% | -$11.8K | 0.01% | 691 |
|
|
2015
Q4 | $63K | Sell |
2,200
-100
| -4% | -$2.86K | 0.02% | 560 |
|
|
2015
Q3 | $79K | Hold |
2,300
| – | – | 0.03% | 503 |
|
|
2015
Q2 | $108K | Buy |
2,300
+200
| +10% | +$9.39K | 0.04% | 445 |
|
|
2015
Q1 | $104K | Buy |
+2,100
| New | +$104K | 0.03% | 459 |
|