Bank of Montreal’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 | $419K | Sell |
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|
2020
Q4 | $436K | Sell |
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|
2020
Q3 | $2.18M | Buy |
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|
2020
Q2 | $2.04M | Sell |
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|
2020
Q1 | $2M | Sell |
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|
2019
Q4 | $5.57M | Buy |
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|
2019
Q3 | $3.96M | Buy |
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|
2019
Q2 | $2.91M | Sell |
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|
2019
Q1 | $3.3M | Sell |
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|
2018
Q4 | $3.6M | Buy |
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|
2018
Q3 | $3.63M | Buy |
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|
2018
Q2 | $43K | Buy |
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|
2018
Q1 | $40K | Sell |
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|
2017
Q4 | $212K | Sell |
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|
2017
Q3 | $2.55M | Hold |
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|
2017
Q2 | $2.4M | Buy |
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|
2017
Q1 | $235K | Sell |
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|
2016
Q4 | $363K | Buy |
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|
2016
Q3 | $321K | Buy |
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|
2016
Q2 | $216K | Buy |
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|
2016
Q1 | $230K | Sell |
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|
2015
Q4 | $660K | Buy |
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|
2015
Q3 | $731K | Sell |
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|
2015
Q2 | $16.2M | Buy |
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|
2015
Q1 | $16.3M | Buy |
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|
2014
Q4 | $2.48M | Buy |
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|
2014
Q3 | $927K | Sell |
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|
2014
Q2 | $2.97M | Buy |
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|
2014
Q1 | $2.98M | Buy |
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|
2013
Q4 | $1.33M | Buy |
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|
2013
Q3 | $721K | Sell |
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|
2013
Q2 | $23.6M | Buy |
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