PDT Partners’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 |
-15,722
| Closed | -$179K | – | 886 |
|
|
2020
Q1 | $179K | Buy |
+15,722
| New | +$179K | 0.01% | 572 |
|
|
2014
Q4 | – | Sell |
-17,449
| Closed | -$902K | – | 1208 |
|
|
2014
Q3 | $902K | Sell |
17,449
-62,121
| -78% | -$3.21M | 0.02% | 717 |
|
|
2014
Q2 | $4.98M | Buy |
79,570
+71,070
| +836% | +$4.45M | 0.13% | 185 |
|
|
2014
Q1 | $626K | Buy |
8,500
+100
| +1% | +$7.37K | 0.02% | 839 |
|
|
2013
Q4 | $547K | Sell |
8,400
-31,062
| -79% | -$2.02M | 0.07% | 386 |
|
|
2013
Q3 | $2.03M | Buy |
39,462
+900
| +2% | +$46.3K | 0.06% | 486 |
|
|
2013
Q2 | $1.68M | Buy |
+38,562
| New | +$1.68M | 0.04% | 624 |
|