Everence Capital Management’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 | – | Sell |
-10,140
| Closed | -$254K | – | 760 |
|
|
2021
Q1 | $254K | Hold |
10,140
| – | – | 0.02% | 610 |
|
|
2020
Q4 | $258K | Hold |
10,140
| – | – | 0.03% | 567 |
|
|
2020
Q3 | $151K | Hold |
10,140
| – | – | 0.02% | 627 |
|
|
2020
Q2 | $132K | Hold |
10,140
| – | – | 0.02% | 625 |
|
|
2020
Q1 | $115K | Hold |
10,140
| – | – | 0.02% | 576 |
|
|
2019
Q4 | $170K | Hold |
10,140
| – | – | 0.03% | 637 |
|
|
2019
Q3 | $174K | Hold |
10,140
| – | – | 0.03% | 595 |
|
|
2019
Q2 | $169K | Hold |
10,140
| – | – | 0.03% | 596 |
|
|
2019
Q1 | $175K | Buy |
+10,140
| New | +$175K | 0.03% | 571 |
|