OppenheimerFunds’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $622K | Buy |
35,979
+3,115
| +9% | +$53.9K | ﹤0.01% | 1276 |
|
|
2018
Q4 | $594K | Sell |
32,864
-5,274
| -14% | -$95.3K | ﹤0.01% | 1291 |
|
|
2018
Q3 | $808K | Buy |
38,138
+672
| +2% | +$14.2K | ﹤0.01% | 1232 |
|
|
2018
Q2 | $673K | Buy |
37,466
+1,725
| +5% | +$31K | ﹤0.01% | 1298 |
|
|
2018
Q1 | $722K | Sell |
35,741
-1,808
| -5% | -$36.5K | ﹤0.01% | 1216 |
|
|
2017
Q4 | $838K | Sell |
37,549
-6,889
| -16% | -$154K | ﹤0.01% | 1245 |
|
|
2017
Q3 | $892K | Sell |
44,438
-4,859
| -10% | -$97.5K | ﹤0.01% | 1231 |
|
|
2017
Q2 | $931K | Sell |
49,297
-47,335
| -49% | -$894K | ﹤0.01% | 1204 |
|
|
2017
Q1 | $1.64M | Buy |
96,632
+24,080
| +33% | +$409K | ﹤0.01% | 1001 |
|
|
2016
Q4 | $1.42M | Buy |
72,552
+29,034
| +67% | +$566K | ﹤0.01% | 995 |
|
|
2016
Q3 | $790K | Buy |
43,518
+14,056
| +48% | +$255K | ﹤0.01% | 1080 |
|
|
2016
Q2 | $507K | Buy |
29,462
+10,283
| +54% | +$177K | ﹤0.01% | 1235 |
|
|
2016
Q1 | $451K | Buy |
19,179
+10,436
| +119% | +$245K | ﹤0.01% | 1262 |
|
|
2015
Q4 | $251K | Buy |
+8,743
| New | +$251K | ﹤0.01% | 1585 |
|
|
2014
Q3 | – | Sell |
-98,850
| Closed | -$6.19M | – | 957 |
|
|
2014
Q2 | $6.19M | Sell |
98,850
-44,920
| -31% | -$2.81M | 0.01% | 825 |
|
|
2014
Q1 | $10.6M | Buy |
143,770
+48,040
| +50% | +$3.54M | 0.01% | 743 |
|
|
2013
Q4 | $6.23M | Buy |
+95,730
| New | +$6.23M | 0.01% | 806 |
|