Brown Brothers Harriman & Co’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 |
-159
| Closed | -$3K | – | 1360 |
|
|
2019
Q4 | $3K | Hold |
159
| – | – | ﹤0.01% | 1024 |
|
|
2019
Q3 | $3K | Buy |
+159
| New | +$3K | ﹤0.01% | 1059 |
|
|
2019
Q1 | – | Sell |
-47
| Closed | -$1K | – | 1147 |
|
|
2018
Q4 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 926 |
|
|
2016
Q2 | – | Sell |
-207
| Closed | -$5K | – | 905 |
|
|
2016
Q1 | $5K | Hold |
207
| – | – | ﹤0.01% | 612 |
|
|
2015
Q4 | $6K | Hold |
207
| – | – | ﹤0.01% | 648 |
|
|
2015
Q3 | $7K | Buy |
+207
| New | +$7K | ﹤0.01% | 694 |
|