Parallel 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 |
-276
| Closed | -$7K | – | 3163 |
|
|
2021
Q1 | $7K | Sell |
276
-56
| -17% | -$1.42K | ﹤0.01% | 2077 |
|
|
2020
Q4 | $8K | Buy |
332
+56
| +20% | +$1.35K | ﹤0.01% | 1889 |
|
|
2020
Q3 | $4K | Hold |
276
| – | – | ﹤0.01% | 2133 |
|
|
2020
Q2 | $4K | Buy |
+276
| New | +$4K | ﹤0.01% | 2050 |
|
|
2020
Q1 | – | Sell |
-213
| Closed | -$4K | – | 2769 |
|
|
2019
Q4 | $4K | Sell |
213
-227
| -52% | -$4.26K | ﹤0.01% | 2071 |
|
|
2019
Q3 | $8K | Sell |
440
-1,931
| -81% | -$35.1K | ﹤0.01% | 1771 |
|
|
2019
Q2 | $40K | Buy |
2,371
+2,273
| +2,319% | +$38.3K | ﹤0.01% | 981 |
|
|
2019
Q1 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 2126 |
|
|
2017
Q2 | – | Sell |
-150
| Closed | -$3K | – | 2270 |
|
|
2017
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 1720 |
|
|
2016
Q4 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 1570 |
|