S
WDR
SignatureFD’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-82
| Closed | -$2K | – | 3131 |
|
|
2021
Q1 | $2K | Buy |
82
+26
| +46% | +$634 | ﹤0.01% | 2562 |
|
|
2020
Q4 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 2517 |
|
|
2019
Q2 | – | Sell |
-105
| Closed | -$2K | – | 2215 |
|
|
2019
Q1 | $2K | Hold |
105
| – | – | ﹤0.01% | 1819 |
|
|
2018
Q4 | $2K | Hold |
105
| – | – | ﹤0.01% | 1769 |
|
|
2018
Q3 | $2K | Sell |
105
-60
| -36% | -$1.14K | ﹤0.01% | 1744 |
|
|
2018
Q2 | $3K | Sell |
165
-130
| -44% | -$2.36K | ﹤0.01% | 1686 |
|
|
2018
Q1 | $6K | Buy |
+295
| New | +$6K | ﹤0.01% | 1369 |
|
|
2016
Q4 | – | Sell |
-317
| Closed | -$6K | – | 1391 |
|
|
2016
Q3 | $6K | Buy |
+317
| New | +$6K | ﹤0.01% | 1200 |
|
|
2016
Q1 | – | Sell |
-60
| Closed | -$2K | – | 1484 |
|
|
2015
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 1129 |
|
|
2015
Q3 | – | Sell |
-193
| Closed | -$9K | – | 1395 |
|
|
2015
Q2 | $9K | Hold |
193
| – | – | ﹤0.01% | 659 |
|
|
2015
Q1 | $10K | Hold |
193
| – | – | ﹤0.01% | 538 |
|
|
2014
Q4 | $10K | Sell |
193
-257
| -57% | -$13.3K | ﹤0.01% | 504 |
|
|
2014
Q3 | $23K | Buy |
+450
| New | +$23K | 0.01% | 348 |
|