Alpha Windward’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $401K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $337K | Buy |
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|
2019
Q4 | $492K | Buy |
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|
2019
Q3 | $467K | Hold |
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|
2019
Q2 | $478K | Buy |
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|
2019
Q1 | $463K | Buy |
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|
2018
Q4 | $445K | Sell |
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|
2018
Q3 | $550K | Buy |
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|
2018
Q2 | $461K | Buy |
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|
2018
Q1 | $479K | Sell |
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|
2017
Q4 | $603K | Buy |
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|
2017
Q3 | $517K | Sell |
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|
2017
Q2 | $496K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $32K | Hold |
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|
2014
Q4 | $33K | Sell |
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|
2014
Q3 | $462K | Buy |
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|
2014
Q2 | $499K | Buy |
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|
2014
Q1 | $525K | Sell |
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|
2013
Q4 | $480K | Sell |
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|
2013
Q3 | $472K | Buy |
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|
2013
Q2 | $391K | Buy |
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