6 Meridian’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
Q2 | – | Sell |
-21,218
| Closed | -$241K | – | 491 |
|
|
2020
Q1 | $241K | Buy |
21,218
+4,494
| +27% | +$51K | 0.03% | 408 |
|
|
2019
Q4 | $280K | Buy |
16,724
+2,375
| +17% | +$39.8K | 0.02% | 423 |
|
|
2019
Q3 | $247K | Buy |
14,349
+2,283
| +19% | +$39.3K | 0.02% | 416 |
|
|
2019
Q2 | $201K | Buy |
12,066
+264
| +2% | +$4.4K | 0.02% | 412 |
|
|
2019
Q1 | $204K | Buy |
+11,802
| New | +$204K | 0.02% | 411 |
|
|
2018
Q4 | – | Sell |
-10,005
| Closed | -$212K | – | 438 |
|
|
2018
Q3 | $212K | Buy |
+10,005
| New | +$212K | 0.02% | 399 |
|