CIM
WDR
Cambria Investment Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-89,349
| Closed | -$2.24M | – | 242 |
|
|
2021
Q1 | $2.24M | Buy |
89,349
+51,346
| +135% | +$1.29M | 0.45% | 101 |
|
|
2020
Q4 | $968K | Sell |
38,003
-2,054
| -5% | -$52.3K | 0.33% | 62 |
|
|
2020
Q3 | $595K | Buy |
40,057
+1,027
| +3% | +$15.3K | 0.22% | 107 |
|
|
2020
Q2 | $605K | Sell |
39,030
-8,216
| -17% | -$127K | 0.22% | 90 |
|
|
2020
Q1 | $538K | Sell |
47,246
-11,297
| -19% | -$129K | 0.2% | 98 |
|
|
2019
Q4 | $979K | Sell |
58,543
-5,123
| -8% | -$85.7K | 0.26% | 135 |
|
|
2019
Q3 | $1.09M | Sell |
63,666
-5,733
| -8% | -$98.5K | 0.16% | 132 |
|
|
2019
Q2 | $1.16M | Sell |
69,399
-10,335
| -13% | -$172K | 0.18% | 128 |
|
|
2019
Q1 | $1.38M | Sell |
79,734
-6,321
| -7% | -$109K | 0.21% | 120 |
|
|
2018
Q4 | $1.56M | Buy |
86,055
+3,720
| +5% | +$67.3K | 0.26% | 99 |
|
|
2018
Q3 | $1.74M | Buy |
82,335
+1,176
| +1% | +$24.9K | 0.26% | 115 |
|
|
2018
Q2 | $1.46M | Buy |
+81,159
| New | +$1.46M | 0.22% | 126 |
|