UA
WDR
Unison 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 |
-17,284
| Closed | -$433K | – | 198 |
|
|
2021
Q1 | $433K | Buy |
17,284
+170
| +1% | +$4.26K | 0.08% | 116 |
|
|
2020
Q4 | $436K | Buy |
17,114
+271
| +2% | +$6.9K | 0.1% | 85 |
|
|
2020
Q3 | $250K | Buy |
16,843
+279
| +2% | +$4.14K | 0.07% | 115 |
|
|
2020
Q2 | $257K | Buy |
16,564
+368
| +2% | +$5.71K | 0.09% | 104 |
|
|
2020
Q1 | $185K | Buy |
16,196
+238
| +1% | +$2.72K | 0.2% | 107 |
|
|
2019
Q4 | $266K | Buy |
15,958
+250
| +2% | +$4.17K | 0.19% | 125 |
|
|
2019
Q3 | $270K | Buy |
15,708
+232
| +1% | +$3.99K | 0.21% | 104 |
|
|
2019
Q2 | $258K | Buy |
15,476
+215
| +1% | +$3.58K | 0.19% | 121 |
|
|
2019
Q1 | $264K | Buy |
15,261
+207
| +1% | +$3.58K | 0.2% | 120 |
|
|
2018
Q4 | $272K | Buy |
15,054
+177
| +1% | +$3.2K | 0.22% | 111 |
|
|
2018
Q3 | $316K | Buy |
14,877
+193
| +1% | +$4.1K | 0.22% | 111 |
|
|
2018
Q2 | $264K | Buy |
14,684
+182
| +1% | +$3.27K | 0.19% | 138 |
|
|
2018
Q1 | $293K | Buy |
14,502
+294
| +2% | +$5.94K | 0.22% | 102 |
|
|
2017
Q4 | $317K | Buy |
+14,208
| New | +$317K | 0.23% | 100 |
|