TWA
WDR
TCI Wealth Advisors’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 |
-626
| Closed | -$16K | – | 2523 |
|
|
2021
Q1 | $16K | Buy |
626
+143
| +30% | +$3.66K | 0.01% | 630 |
|
|
2020
Q4 | $12K | Buy |
483
+66
| +16% | +$1.64K | 0.01% | 592 |
|
|
2020
Q3 | $6K | Buy |
417
+262
| +169% | +$3.77K | ﹤0.01% | 726 |
|
|
2020
Q2 | $2K | Buy |
+155
| New | +$2K | ﹤0.01% | 1163 |
|
|
2020
Q1 | – | Sell |
-103
| Closed | -$2K | – | 1850 |
|
|
2019
Q4 | $2K | Buy |
+103
| New | +$2K | ﹤0.01% | 1254 |
|
|
2019
Q3 | – | Sell |
-150
| Closed | -$3K | – | 1691 |
|
|
2019
Q2 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 950 |
|
|
2018
Q4 | – | Sell |
-76
| Closed | -$2K | – | 1738 |
|
|
2018
Q3 | $2K | Hold |
76
| – | – | ﹤0.01% | 1105 |
|
|
2018
Q2 | $1K | Buy |
+76
| New | +$1K | ﹤0.01% | 1445 |
|
|
2016
Q1 | – | Sell |
-29
| Closed | -$1K | – | 1441 |
|
|
2015
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 990 |
|
|
2015
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 938 |
|
|
2015
Q2 | $1K | Hold |
29
| – | – | ﹤0.01% | 928 |
|
|
2015
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 848 |
|
|
2014
Q4 | $1K | Hold |
29
| – | – | ﹤0.01% | 848 |
|
|
2014
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 848 |
|
|
2014
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 789 |
|
|
2014
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 752 |
|
|
2013
Q4 | $2K | Hold |
29
| – | – | ﹤0.01% | 737 |
|
|
2013
Q3 | $1K | Hold |
29
| – | – | ﹤0.01% | 742 |
|
|
2013
Q2 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 674 |
|