OneDigital Investment Advisors’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 |
-8,144
| Closed | -$204K | – | 766 |
|
|
2021
Q1 | $204K | Buy |
8,144
+81
| +1% | +$2.03K | 0.01% | 613 |
|
|
2020
Q4 | $205K | Buy |
+8,063
| New | +$205K | 0.01% | 589 |
|
|
2020
Q1 | – | Sell |
-15,111
| Closed | -$253K | – | 602 |
|
|
2019
Q4 | $253K | Buy |
+15,111
| New | +$253K | 0.02% | 450 |
|