Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-229
| Closed | -$5K | – | 2120 |
|
|
2021
Q1 | $5K | Sell |
229
-1
| -0.4% | -$22 | ﹤0.01% | 1305 |
|
|
2020
Q4 | $5K | Buy |
230
+4
| +2% | +$87 | ﹤0.01% | 1192 |
|
|
2020
Q3 | $3K | Buy |
226
+4
| +2% | +$53 | ﹤0.01% | 1240 |
|
|
2020
Q2 | $3K | Hold |
222
| – | – | ﹤0.01% | 1212 |
|
|
2020
Q1 | $2K | Buy |
+222
| New | +$2K | ﹤0.01% | 1220 |
|