CIBC World Market’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $233K | Hold |
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|
2020
Q4 | $237K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $206K | Sell |
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|
2018
Q4 | $304K | Buy |
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|
2018
Q3 | $351K | Buy |
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|
2018
Q2 | $293K | Buy |
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|
2018
Q1 | $326K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $205K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $211K | Hold |
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|
2016
Q3 | $196K | Buy |
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|
2016
Q2 | $182K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $208K | Sell |
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|
2015
Q2 | $297K | Buy |
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|
2015
Q1 | $242K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.65M | Buy |
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|
2013
Q4 | $414K | Buy |
|