Advisors Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $116K | Sell |
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|
2020
Q4 | $183K | Sell |
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|
2020
Q3 | $119K | Buy |
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|
2020
Q2 | $109K | Buy |
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|
2020
Q1 | $61K | Buy |
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|
2019
Q4 | $47K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $40K | Sell |
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|
2018
Q1 | $53K | Sell |
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|
2017
Q4 | $59K | Sell |
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|
2017
Q3 | $55K | Sell |
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|
2017
Q2 | $53K | Sell |
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|
2017
Q1 | $111K | Sell |
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|
2016
Q4 | $293K | Sell |
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|
2016
Q3 | $298K | Sell |
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|
2016
Q2 | $298K | Sell |
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|
2016
Q1 | $434K | Buy |
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|
2015
Q4 | $465K | Buy |
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|
2015
Q3 | $386K | Buy |
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|
2015
Q2 | $331K | Buy |
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|
2015
Q1 | $181K | Sell |
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|
2014
Q4 | $183K | Sell |
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|
2014
Q3 | $203K | Buy |
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|
2014
Q2 | $226K | Buy |
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|
2014
Q1 | $215K | Buy |
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|
2013
Q4 | $169K | Sell |
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|
2013
Q3 | $257K | Sell |
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|
2013
Q2 | $259K | Buy |
|