Proficio Capital Partners’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-196
| Closed | -$3K | – | 1831 |
|
|
2019
Q2 | $3K | Buy |
196
+139
| +244% | +$2.13K | ﹤0.01% | 1470 |
|
|
2019
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 1657 |
|
|
2018
Q4 | $1K | Buy |
57
+30
| +111% | +$526 | ﹤0.01% | 1165 |
|
|
2018
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1227 |
|
|
2018
Q2 | $0 | Hold |
27
| – | – | ﹤0.01% | 1363 |
|
|
2018
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 1251 |
|
|
2017
Q4 | $1K | Sell |
27
-10
| -27% | -$370 | ﹤0.01% | 1249 |
|
|
2017
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 1248 |
|
|
2017
Q2 | $1K | Sell |
37
-15
| -29% | -$405 | ﹤0.01% | 1244 |
|
|
2017
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 1275 |
|
|
2016
Q4 | $1K | Buy |
52
+6
| +13% | +$115 | ﹤0.01% | 1083 |
|
|
2016
Q3 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 1048 |
|
|
2016
Q2 | – | Sell |
-21
| Closed | – | – | 1212 |
|
|
2016
Q1 | $0 | Buy |
+21
| New | – | ﹤0.01% | 1205 |
|