BW Gestao de Investimentos’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 |
-27,528
| Closed | -$460K | – | 121 |
|
|
2019
Q4 | $460K | Buy |
27,528
+5,705
| +26% | +$95.3K | 0.12% | 81 |
|
|
2019
Q3 | $375K | Hold |
21,823
| – | – | 0.14% | 74 |
|
|
2019
Q2 | $364K | Hold |
21,823
| – | – | 0.13% | 75 |
|
|
2019
Q1 | $377K | Hold |
21,823
| – | – | 0.16% | 75 |
|
|
2018
Q4 | $395K | Buy |
+21,823
| New | +$395K | 0.15% | 69 |
|