CAPTRUST Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,014
| Closed | -$151K | – | 4826 |
|
|
2021
Q1 | $151K | Buy |
6,014
+5,439
| +946% | +$137K | ﹤0.01% | 1679 |
|
|
2020
Q4 | $15K | Buy |
575
+45
| +8% | +$1.17K | ﹤0.01% | 2410 |
|
|
2020
Q3 | $8K | Buy |
530
+80
| +18% | +$1.21K | ﹤0.01% | 2393 |
|
|
2020
Q2 | $7K | Buy |
+450
| New | +$7K | ﹤0.01% | 2322 |
|
|
2019
Q2 | – | Sell |
-1,451
| Closed | -$25K | – | 2051 |
|
|
2019
Q1 | $25K | Sell |
1,451
-1
| -0.1% | -$17 | ﹤0.01% | 1113 |
|
|
2018
Q4 | $26K | Buy |
1,452
+937
| +182% | +$16.8K | ﹤0.01% | 949 |
|
|
2018
Q3 | $11K | Buy |
+515
| New | +$11K | ﹤0.01% | 1221 |
|