Tyers Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $302K | Hold |
17,584
| – | – | 0.01% | 615 |
|
|
2019
Q2 | $293K | Hold |
17,584
| – | – | 0.01% | 635 |
|
|
2019
Q1 | $304K | Hold |
17,584
| – | – | 0.01% | 605 |
|
|
2018
Q4 | $318K | Hold |
17,584
| – | – | 0.01% | 533 |
|
|
2018
Q3 | $372K | Buy |
17,584
+3,528
| +25% | +$74.6K | 0.01% | 574 |
|
|
2018
Q2 | $253K | Buy |
14,056
+3,584
| +34% | +$64.5K | 0.01% | 618 |
|
|
2018
Q1 | $212K | Hold |
10,472
| – | – | 0.01% | 668 |
|
|
2017
Q4 | $234K | Buy |
10,472
+1,736
| +20% | +$38.8K | 0.01% | 647 |
|
|
2017
Q3 | $175K | Buy |
8,736
+1,316
| +18% | +$26.4K | 0.01% | 680 |
|
|
2017
Q2 | $140K | Buy |
7,420
+3,304
| +80% | +$62.3K | 0.01% | 709 |
|
|
2017
Q1 | $70K | Buy |
4,116
+280
| +7% | +$4.76K | ﹤0.01% | 760 |
|
|
2016
Q4 | $75K | Buy |
+3,836
| New | +$75K | ﹤0.01% | 714 |
|