Zeke Capital Advisors’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22,380
| Closed | -$374K | – | 540 |
|
|
2019
Q4 | $374K | Buy |
22,380
+3,081
| +16% | +$51.5K | 0.03% | 432 |
|
|
2019
Q3 | $332K | Buy |
19,299
+3,606
| +23% | +$62K | 0.03% | 432 |
|
|
2019
Q2 | $262K | Hold |
15,693
| – | – | 0.02% | 494 |
|
|
2019
Q1 | $271K | Buy |
+15,693
| New | +$271K | 0.03% | 490 |
|
|
2018
Q4 | – | Sell |
-9,618
| Closed | -$204K | – | 682 |
|
|
2018
Q3 | $204K | Buy |
+9,618
| New | +$204K | 0.02% | 603 |
|