Continental Advisors’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
Q1 | – | Sell |
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|
2020
Q4 | $2.09M | Sell |
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2020
Q3 | $3.3M | Sell |
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2020
Q2 | $3.57M | Hold |
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|
2020
Q1 | $2.62M | Hold |
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|
2019
Q4 | $3.85M | Sell |
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|
2019
Q3 | $4.13M | Buy |
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|
2019
Q2 | $3.88M | Sell |
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|
2019
Q1 | $4.58M | Sell |
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|
2018
Q4 | $7.46M | Sell |
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|
2018
Q3 | $9.25M | Sell |
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|
2018
Q2 | $8.72M | Buy |
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|
2018
Q1 | $9.48M | Buy |
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|
2017
Q4 | $7.55M | Sell |
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|
2017
Q3 | $8.87M | Buy |
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|
2017
Q2 | $7.3M | Sell |
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|
2017
Q1 | $7.66M | Buy |
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|
2016
Q4 | $6.69M | Sell |
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|
2016
Q3 | $6.75M | Hold |
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|
2016
Q2 | $6.4M | Buy |
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|
2016
Q1 | $6.78M | Buy |
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|
2015
Q4 | $5.18M | Buy |
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|
2015
Q3 | $3.98M | Buy |
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