WGA
WDR
Weather Gauge Advisory’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 |
-35,549
| Closed | -$890K | – | 80 |
|
|
2021
Q1 | $890K | Sell |
35,549
-4,746
| -12% | -$119K | 1.05% | 35 |
|
|
2020
Q4 | $1.03M | Sell |
40,295
-8,311
| -17% | -$212K | 1.19% | 26 |
|
|
2020
Q3 | $722K | Buy |
48,606
+246
| +0.5% | +$3.65K | 0.85% | 39 |
|
|
2020
Q2 | $750K | Sell |
48,360
-4,773
| -9% | -$74K | 0.9% | 34 |
|
|
2020
Q1 | $605K | Sell |
53,133
-965
| -2% | -$11K | 0.73% | 43 |
|
|
2019
Q4 | $905K | Buy |
54,098
+99
| +0.2% | +$1.66K | 0.8% | 40 |
|
|
2019
Q3 | $928K | Sell |
53,999
-196
| -0.4% | -$3.37K | 0.87% | 37 |
|
|
2019
Q2 | $903K | Sell |
54,195
-258
| -0.5% | -$4.3K | 0.87% | 36 |
|
|
2019
Q1 | $941K | Buy |
54,453
+1,225
| +2% | +$21.2K | 0.91% | 36 |
|
|
2018
Q4 | $962K | Buy |
+53,228
| New | +$962K | 1.05% | 30 |
|