Envestnet Asset Management’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 | Buy |
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|
2020
Q4 | $215K | Sell |
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|
2020
Q3 | $155K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $187K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $9K | Buy |
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|
2018
Q1 | $8K | Sell |
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|
2017
Q4 | $9K | Sell |
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|
2017
Q3 | $11K | Buy |
|
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|
2017
Q2 | $10K | Sell |
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|
2017
Q1 | $76K | Sell |
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|
2016
Q4 | $107K | Buy |
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|
2016
Q3 | $77K | Sell |
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|
2016
Q2 | $129K | Sell |
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|
2016
Q1 | $396K | Sell |
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|
2015
Q4 | $580K | Sell |
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|
2015
Q3 | $2.56M | Buy |
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|
2015
Q2 | $3.38M | Sell |
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|
2015
Q1 | $3.64M | Buy |
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|
2014
Q4 | $158K | Sell |
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|
2014
Q3 | $185K | Sell |
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|
2014
Q2 | $233K | Sell |
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|
2014
Q1 | $296K | Buy |
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|
2013
Q4 | $250K | Buy |
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|
2013
Q3 | $197K | Sell |
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|
2013
Q2 | $226K | Buy |
|