Simplex Trading’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4394 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4169 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3852 |
|
|
2020
Q3 | – | Sell |
-6,818
| Closed | -$105K | – | 3674 |
|
|
2020
Q2 | $105K | Buy |
+6,818
| New | +$105K | ﹤0.01% | 979 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3475 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3392 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3368 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3338 |
|
|
2019
Q1 | – | Sell |
-2,159
| Closed | -$39K | – | 3313 |
|
|
2018
Q4 | $39K | Sell |
2,159
-1,240
| -36% | -$22.4K | ﹤0.01% | 1139 |
|
|
2018
Q3 | $71K | Sell |
3,399
-6,693
| -66% | -$140K | ﹤0.01% | 1144 |
|
|
2018
Q2 | $181K | Buy |
10,092
+7,329
| +265% | +$131K | ﹤0.01% | 785 |
|
|
2018
Q1 | $55K | Sell |
2,763
-28,897
| -91% | -$575K | ﹤0.01% | 1110 |
|
|
2017
Q4 | $707K | Buy |
31,660
+24,820
| +363% | +$554K | 0.03% | 328 |
|
|
2017
Q3 | $137K | Sell |
6,840
-3,307
| -33% | -$66.2K | 0.01% | 758 |
|
|
2017
Q2 | $191K | Sell |
10,147
-5,287
| -34% | -$99.5K | 0.01% | 658 |
|
|
2017
Q1 | $262K | Buy |
15,434
+3,655
| +31% | +$62K | 0.01% | 635 |
|
|
2016
Q4 | $229K | Sell |
11,779
-4,571
| -28% | -$88.9K | 0.01% | 510 |
|
|
2016
Q3 | $296K | Buy |
+16,350
| New | +$296K | 0.02% | 414 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 3022 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 2943 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 2942 |
|
|
2015
Q3 | – | Sell |
-43
| Closed | -$2K | – | 2920 |
|
|
2015
Q2 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 1655 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 2688 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 2183 |
|