Factorial Partners’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 | $726K | Sell |
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|
2020
Q4 | $917K | Sell |
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|
2020
Q3 | $750K | Sell |
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|
2020
Q2 | $1.28M | Buy |
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|
2020
Q1 | $871K | Sell |
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|
2019
Q4 | $1.73M | Buy |
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|
2019
Q3 | $876K | Hold |
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|
2019
Q2 | $850K | Buy |
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|
2019
Q1 | $865K | Hold |
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|
2018
Q4 | $904K | Hold |
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|
2018
Q3 | $1.06M | Hold |
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|
2018
Q2 | $899K | Hold |
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|
2018
Q1 | $1.01M | Sell |
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|
2017
Q4 | $1.47M | Buy |
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