Bayesian Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,997
| Closed | -$163K | – | 718 |
|
|
2020
Q3 | $163K | Buy |
10,997
+436
| +4% | +$6.46K | 0.04% | 457 |
|
|
2020
Q2 | $164K | Sell |
10,561
-2,900
| -22% | -$45K | 0.04% | 451 |
|
|
2020
Q1 | $153K | Buy |
+13,461
| New | +$153K | 0.03% | 624 |
|
|
2019
Q1 | – | Sell |
-13,420
| Closed | -$243K | – | 830 |
|
|
2018
Q4 | $243K | Buy |
+13,420
| New | +$243K | 0.05% | 466 |
|