Aigen Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-39,649
| Closed | -$1.01M | – | 987 |
|
|
2020
Q4 | $1.01M | Sell |
39,649
-64,412
| -62% | -$1.64M | 0.13% | 201 |
|
|
2020
Q3 | $1.55M | Buy |
+104,061
| New | +$1.55M | 0.2% | 156 |
|
|
2020
Q2 | – | Sell |
-33,768
| Closed | -$384K | – | 1437 |
|
|
2020
Q1 | $384K | Buy |
+33,768
| New | +$384K | 0.05% | 520 |
|