PIA
WDR
Piedmont Investment Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-19,193
| Closed | -$332K | – | 1342 |
|
|
2019
Q1 | $332K | Buy |
19,193
+565
| +3% | +$9.77K | 0.01% | 751 |
|
|
2018
Q4 | $337K | Buy |
18,628
+291
| +2% | +$5.26K | 0.02% | 651 |
|
|
2018
Q3 | $388K | Sell |
18,337
-744
| -4% | -$15.7K | 0.02% | 648 |
|
|
2018
Q2 | $343K | Buy |
19,081
+1,311
| +7% | +$23.6K | 0.02% | 584 |
|
|
2018
Q1 | $359K | Buy |
17,770
+634
| +4% | +$12.8K | 0.01% | 508 |
|
|
2017
Q4 | $383K | Sell |
17,136
-1,072
| -6% | -$24K | 0.01% | 488 |
|
|
2017
Q3 | $365K | Buy |
18,208
+128
| +0.7% | +$2.57K | 0.01% | 506 |
|
|
2017
Q2 | $341K | Buy |
+18,080
| New | +$341K | 0.01% | 519 |
|
|
2014
Q4 | – | Sell |
-28
| Closed | -$1.45K | – | 349 |
|
|
2014
Q3 | $1.45K | Sell |
28
-41
| -59% | -$2.12K | ﹤0.01% | 281 |
|
|
2014
Q2 | $4.32K | Buy |
69
+43
| +165% | +$2.69K | ﹤0.01% | 226 |
|
|
2014
Q1 | $1.91K | Hold |
26
| – | – | ﹤0.01% | 294 |
|
|
2013
Q4 | $1.69K | Hold |
26
| – | – | ﹤0.01% | 303 |
|
|
2013
Q3 | $1.34K | Buy |
+26
| New | +$1.34K | ﹤0.01% | 266 |
|