CIBC Asset Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,729
| Closed | -$222K | – | 1381 |
|
|
2020
Q4 | $222K | Buy |
+8,729
| New | +$222K | ﹤0.01% | 1080 |
|
|
2018
Q4 | – | Sell |
-10,570
| Closed | -$224K | – | 1160 |
|
|
2018
Q3 | $224K | Hold |
10,570
| – | – | ﹤0.01% | 997 |
|
|
2018
Q2 | $190K | Buy |
10,570
+262
| +3% | +$4.71K | ﹤0.01% | 1061 |
|
|
2018
Q1 | $208K | Hold |
10,308
| – | – | ﹤0.01% | 969 |
|
|
2017
Q4 | $230K | Hold |
10,308
| – | – | ﹤0.01% | 944 |
|
|
2017
Q3 | $207K | Buy |
10,308
+8
| +0.1% | +$161 | ﹤0.01% | 950 |
|
|
2017
Q2 | $194K | Buy |
+10,300
| New | +$194K | ﹤0.01% | 930 |
|
|
2014
Q2 | – | Sell |
-3,025
| Closed | -$223K | – | 956 |
|
|
2014
Q1 | $223K | Buy |
+3,025
| New | +$223K | ﹤0.01% | 907 |
|