Chicago Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $4.25M | Buy |
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|
2019
Q2 | $413K | Sell |
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|
2019
Q1 | $446K | Sell |
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|
2018
Q4 | $2.74M | Buy |
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|
2018
Q3 | $367K | Buy |
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|
2018
Q2 | $219K | Sell |
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|
2018
Q1 | $11.4M | Buy |
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|
2017
Q4 | $11.3M | Buy |
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|
2017
Q3 | $205K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.14M | Buy |
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|
2014
Q3 | $493K | Sell |
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|
2014
Q2 | $2.54M | Sell |
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|
2014
Q1 | $22.6M | Buy |
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|
2013
Q4 | $17.7M | Buy |
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|
2013
Q3 | $5.4M | Sell |
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|
2013
Q2 | $5.01M | Buy |
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