Burney Company’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 | $1.39M | Sell |
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|
2020
Q4 | $1.84M | Sell |
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|
2020
Q3 | $1.68M | Buy |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $1.69M | Sell |
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|
2019
Q3 | $3.36M | Buy |
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|
2019
Q2 | $3.11M | Buy |
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|
2019
Q1 | $1.82M | Buy |
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|
2018
Q4 | $651K | Buy |
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|
2018
Q3 | $230K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $207K | Buy |
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|
2015
Q2 | $230K | Sell |
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|
2015
Q1 | $244K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $217K | Sell |
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|
2014
Q2 | $294K | Sell |
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|
2014
Q1 | $390K | Sell |
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|
2013
Q4 | $355K | Sell |
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|
2013
Q3 | $296K | Buy |
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|
2013
Q2 | $242K | Buy |
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