Campbell & Co Investment Adviser’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,527
| Closed | -$226K | – | 612 |
|
|
2019
Q4 | $226K | Buy |
+13,527
| New | +$226K | 0.07% | 536 |
|
|
2015
Q4 | – | Sell |
-6,913
| Closed | -$240K | – | 287 |
|
|
2015
Q3 | $240K | Buy |
+6,913
| New | +$240K | 0.16% | 228 |
|
|
2015
Q2 | – | Sell |
-13,008
| Closed | -$644K | – | 266 |
|
|
2015
Q1 | $644K | Buy |
+13,008
| New | +$644K | 0.41% | 91 |
|
|
2014
Q2 | – | Sell |
-15,521
| Closed | -$1.14M | – | 264 |
|
|
2014
Q1 | $1.14M | Buy |
15,521
+5,442
| +54% | +$401K | 0.46% | 74 |
|
|
2013
Q4 | $656K | Buy |
+10,079
| New | +$656K | 0.15% | 150 |
|