Quantinno Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-20,023
| Closed | -$297K | – | 448 |
|
|
2020
Q3 | $297K | Hold |
20,023
| – | – | 0.2% | 268 |
|
|
2020
Q2 | $311K | Sell |
20,023
-24,178
| -55% | -$376K | 0.31% | 154 |
|
|
2020
Q1 | $503K | Buy |
44,201
+15,339
| +53% | +$175K | 0.31% | 139 |
|
|
2019
Q4 | $483K | Sell |
28,862
-5,320
| -16% | -$89K | 0.3% | 113 |
|
|
2019
Q3 | $587K | Buy |
+34,182
| New | +$587K | 0.4% | 48 |
|
|
2019
Q2 | – | Sell |
-23,235
| Closed | -$402K | – | 544 |
|
|
2019
Q1 | $402K | Buy |
+23,235
| New | +$402K | 0.26% | 172 |
|