Sargent Bickham Lagudis’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-270
| Closed | -$7K | – | 1039 |
|
|
2021
Q1 | $7K | Hold |
270
| – | – | ﹤0.01% | 766 |
|
|
2020
Q4 | $7K | Hold |
270
| – | – | ﹤0.01% | 709 |
|
|
2020
Q3 | $4K | Hold |
270
| – | – | ﹤0.01% | 691 |
|
|
2020
Q2 | $4K | Hold |
270
| – | – | ﹤0.01% | 674 |
|
|
2020
Q1 | $3K | Hold |
270
| – | – | ﹤0.01% | 696 |
|
|
2019
Q4 | $5K | Hold |
270
| – | – | ﹤0.01% | 705 |
|
|
2019
Q3 | $5K | Hold |
270
| – | – | ﹤0.01% | 632 |
|
|
2019
Q2 | $5K | Hold |
270
| – | – | ﹤0.01% | 667 |
|
|
2019
Q1 | $5K | Sell |
270
-2,000
| -88% | -$35.2K | ﹤0.01% | 702 |
|
|
2018
Q4 | $41K | Hold |
2,270
| – | – | 0.01% | 392 |
|
|
2018
Q3 | $48K | Hold |
2,270
| – | – | 0.01% | 374 |
|
|
2018
Q2 | $41K | Hold |
2,270
| – | – | 0.01% | 389 |
|
|
2018
Q1 | $46K | Hold |
2,270
| – | – | 0.01% | 374 |
|
|
2017
Q4 | $51K | Hold |
2,270
| – | – | 0.01% | 372 |
|
|
2017
Q3 | $46K | Buy |
2,270
+270
| +14% | +$5.19K | 0.01% | 383 |
|
|
2017
Q2 | $38K | Hold |
2,000
| – | – | ﹤0.01% | 400 |
|
|
2017
Q1 | $34K | Hold |
2,000
| – | – | ﹤0.01% | 418 |
|
|
2016
Q4 | $39K | Buy |
+2,000
| New | +$37.2K | 0.01% | 380 |
|