WAM
WDR
Wealthspire Advisors (Maryland)’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-221
| Closed | -$4K | – | 2407 |
|
|
2019
Q1 | $4K | Sell |
221
-3
| -1% | -$54 | ﹤0.01% | 1957 |
|
|
2018
Q4 | $4K | Sell |
224
-19
| -8% | -$339 | ﹤0.01% | 1886 |
|
|
2018
Q3 | $5K | Buy |
243
+33
| +16% | +$679 | ﹤0.01% | 1851 |
|
|
2018
Q2 | $4K | Buy |
210
+65
| +45% | +$1.24K | ﹤0.01% | 1940 |
|
|
2018
Q1 | $3K | Hold |
145
| – | – | ﹤0.01% | 2096 |
|
|
2017
Q4 | $3K | Buy |
145
+127
| +706% | +$2.63K | ﹤0.01% | 2050 |
|
|
2017
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 2565 |
|
|
2017
Q2 | $0 | Buy |
18
+7
| +64% | – | ﹤0.01% | 2326 |
|
|
2017
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2064 |
|
|
2016
Q4 | – | Sell |
-2,798
| Closed | -$51K | – | 1890 |
|
|
2016
Q3 | $51K | Sell |
2,798
-2,078
| -43% | -$37.9K | 0.01% | 771 |
|
|
2016
Q2 | $84K | Buy |
4,876
+1,822
| +60% | +$31.4K | 0.01% | 573 |
|
|
2016
Q1 | $72K | Buy |
3,054
+1,544
| +102% | +$36.4K | 0.01% | 608 |
|
|
2015
Q4 | $43K | Buy |
+1,510
| New | +$43K | 0.01% | 760 |
|