Concourse Financial Group Securities’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 | – | Hold |
0
| – | – | – | 9925 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 9217 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 8332 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 7757 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 7449 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 7282 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 7170 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 6986 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$1K | – | 6908 |
|
|
2019
Q1 | $1K | Sell |
100
-100
| -50% | -$1K | ﹤0.01% | 2219 |
|
|
2018
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 1868 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 6465 |
|