Bridgewater Associates’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
Q1 | – | Sell |
-14,712
| Closed | -$246K | – | 641 |
|
|
2019
Q4 | $246K | Buy |
+14,712
| New | +$246K | ﹤0.01% | 466 |
|
|
2019
Q1 | – | Sell |
-20,275
| Closed | -$367K | – | 538 |
|
|
2018
Q4 | $367K | Buy |
+20,275
| New | +$367K | ﹤0.01% | 443 |
|
|
2015
Q4 | – | Sell |
-8,939
| Closed | -$311K | – | 442 |
|
|
2015
Q3 | $311K | Buy |
+8,939
| New | +$311K | ﹤0.01% | 389 |
|
|
2014
Q4 | – | Sell |
-5,794
| Closed | -$299K | – | 435 |
|
|
2014
Q3 | $299K | Buy |
+5,794
| New | +$299K | ﹤0.01% | 328 |
|
|
2013
Q3 | – | Sell |
-18,213
| Closed | -$792K | – | 413 |
|
|
2013
Q2 | $792K | Buy |
+18,213
| New | +$792K | 0.01% | 213 |
|