Private Advisor Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,602
| Closed | -$71K | – | 3845 |
|
|
2020
Q2 | $71K | Buy |
+4,602
| New | +$71K | ﹤0.01% | 1904 |
|
|
2019
Q1 | – | Sell |
-10,376
| Closed | -$188K | – | 1627 |
|
|
2018
Q4 | $188K | Sell |
10,376
-622
| -6% | -$11.3K | ﹤0.01% | 1221 |
|
|
2018
Q3 | $233K | Buy |
+10,998
| New | +$233K | ﹤0.01% | 1363 |
|