OSIA
WDR
O'Shares Investment Advisers’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-21,348
| Closed | -$243K | – | 408 |
|
|
2020
Q1 | $243K | Sell |
21,348
-1,908
| -8% | -$21.7K | 0.04% | 261 |
|
|
2019
Q4 | $389K | Buy |
23,256
+318
| +1% | +$5.32K | 0.05% | 253 |
|
|
2019
Q3 | $394K | Sell |
22,938
-6,374
| -22% | -$109K | 0.06% | 244 |
|
|
2019
Q2 | $489K | Sell |
29,312
-412
| -1% | -$6.87K | 0.08% | 213 |
|
|
2019
Q1 | $514K | Sell |
29,724
-3,397
| -10% | -$58.7K | 0.09% | 204 |
|
|
2018
Q4 | $599K | Buy |
+33,121
| New | +$599K | 0.11% | 174 |
|