WrapManager Inc’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-17,624
| Closed | -$354K | – | 258 |
|
|
2017
Q3 | $354K | Sell |
17,624
-594
| -3% | -$11.9K | 0.12% | 180 |
|
|
2017
Q2 | $344K | Buy |
18,218
+3,554
| +24% | +$67.1K | 0.12% | 178 |
|
|
2017
Q1 | $249K | Buy |
14,664
+1,295
| +10% | +$22K | 0.09% | 203 |
|
|
2016
Q4 | $261K | Buy |
13,369
+783
| +6% | +$15.3K | 0.1% | 192 |
|
|
2016
Q3 | $229K | Buy |
12,586
+2,123
| +20% | +$38.6K | 0.09% | 200 |
|
|
2016
Q2 | $180K | Buy |
+10,463
| New | +$180K | 0.07% | 209 |
|