Amalgamated Bank’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
Q2 | – | Sell |
-11,253
| Closed | -$128K | – | 1713 |
|
|
2020
Q1 | $128K | Sell |
11,253
-615
| -5% | -$9.17K | ﹤0.01% | 1458 |
|
|
2019
Q4 | $198K | Buy |
11,868
+329
| +3% | +$5.36K | ﹤0.01% | 1644 |
|
|
2019
Q3 | $198K | Sell |
11,539
-183
| -2% | -$3.07K | ﹤0.01% | 1556 |
|
|
2019
Q2 | $195K | Buy |
11,722
+108
| +0.9% | +$1.88K | ﹤0.01% | 1600 |
|
|
2019
Q1 | $201K | Buy |
11,614
+364
| +3% | +$6.42K | ﹤0.01% | 1510 |
|
|
2018
Q4 | $203K | Sell |
11,250
-278
| -2% | -$5.42K | 0.01% | 1410 |
|
|
2018
Q3 | $244K | Sell |
11,528
-190
| -2% | -$3.82K | 0.01% | 1226 |
|
|
2018
Q2 | $211K | Buy |
11,718
+246
| +2% | +$4.79K | 0.01% | 1548 |
|
|
2018
Q1 | $232K | Sell |
11,472
-275
| -2% | -$5.81K | 0.01% | 1372 |
|
|
2017
Q4 | $262K | Buy |
11,747
+759
| +7% | +$15.4K | 0.01% | 1338 |
|
|
2017
Q3 | $221K | Sell |
10,988
-91
| -0.8% | -$1.75K | 0.01% | 1394 |
|
|
2017
Q2 | $209K | Sell |
11,079
-107
| -1% | -$1.88K | 0.01% | 1418 |
|
|
2017
Q1 | $190K | Buy |
11,186
+14
| +0.1% | +$256 | 0.01% | 1387 |
|
|
2016
Q4 | $218K | Buy |
+11,172
| New | +$208K | 0.01% | 1343 |
|
|
2016
Q2 | – | Sell |
-10,335
| Closed | -$243K | – | 1408 |
|
|
2016
Q1 | $243K | Buy |
10,335
+781
| +8% | +$19K | 0.02% | 1013 |
|
|
2015
Q4 | $274K | Sell |
9,554
-666
| -7% | -$22.9K | 0.03% | 850 |
|
|
2015
Q3 | $355K | Buy |
10,220
+147
| +1% | +$6.08K | 0.04% | 764 |
|
|
2015
Q2 | $477K | Buy |
10,073
+62
| +0.6% | +$3.02K | 0.05% | 600 |
|
|
2015
Q1 | $496K | Buy |
10,011
+340
| +4% | +$16.3K | 0.06% | 419 |
|
|
2014
Q4 | $482K | Buy |
9,671
+9
| +0.1% | +$429 | 0.08% | 353 |
|
|
2014
Q3 | $499K | Buy |
9,662
+118
| +1% | +$6.57K | 0.07% | 346 |
|
|
2014
Q2 | $597K | Sell |
9,544
-511
| -5% | -$33.1K | 0.09% | 271 |
|
|
2014
Q1 | $740K | Sell |
10,055
-74
| -0.7% | -$5.08K | 0.13% | 174 |
|
|
2013
Q4 | $660K | Buy |
+10,129
| New | +$620K | 0.11% | 207 |
|
Other funds holding WDR
BAM
