CI Investments Inc’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 |
-21,090
| Closed | -$528K | – | 1123 |
|
|
2021
Q1 | $528K | Buy |
21,090
+1,680
| +9% | +$42.1K | ﹤0.01% | 536 |
|
|
2020
Q4 | $494K | Sell |
19,410
-11,929
| -38% | -$304K | ﹤0.01% | 518 |
|
|
2020
Q3 | $465K | Sell |
31,339
-514
| -2% | -$7.63K | ﹤0.01% | 418 |
|
|
2020
Q2 | $494K | Sell |
31,853
-4,968
| -13% | -$77K | ﹤0.01% | 387 |
|
|
2020
Q1 | $419K | Sell |
36,821
-6,853
| -16% | -$78K | ﹤0.01% | 407 |
|
|
2019
Q4 | $730K | Buy |
43,674
+570
| +1% | +$9.53K | ﹤0.01% | 392 |
|
|
2019
Q3 | $741K | Buy |
+43,104
| New | +$741K | ﹤0.01% | 387 |
|