Quantitative Systematic Strategies’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-45,941
| Closed | -$713K | – | 773 |
|
|
2020
Q2 | $713K | Buy |
+45,941
| New | +$713K | 0.14% | 238 |
|
|
2018
Q1 | – | Sell |
-12,497
| Closed | -$279K | – | 774 |
|
|
2017
Q4 | $279K | Sell |
12,497
-68,544
| -85% | -$1.53M | 0.07% | 409 |
|
|
2017
Q3 | $1.63M | Buy |
+81,041
| New | +$1.63M | 0.43% | 76 |
|
|
2016
Q3 | – | Sell |
-35,461
| Closed | -$603K | – | 546 |
|
|
2016
Q2 | $603K | Buy |
+35,461
| New | +$603K | 0.28% | 164 |
|
|
2016
Q1 | – | Sell |
-10,925
| Closed | -$312K | – | 873 |
|
|
2015
Q4 | $312K | Buy |
+10,925
| New | +$312K | 0.08% | 355 |
|
|
2015
Q2 | – | Sell |
-8,810
| Closed | -$437K | – | 641 |
|
|
2015
Q1 | $437K | Sell |
8,810
-20,852
| -70% | -$1.03M | 0.12% | 229 |
|
|
2014
Q4 | $1.47M | Buy |
+29,662
| New | +$1.47M | 0.59% | 48 |
|