Financial Counselors Inc’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 | $401K | Hold |
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|
2020
Q4 | $408K | Sell |
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|
2020
Q3 | $287K | Buy |
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|
2020
Q2 | $295K | Hold |
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|
2020
Q1 | $216K | Hold |
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|
2019
Q4 | $318K | Hold |
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|
2019
Q3 | $326K | Hold |
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|
2019
Q2 | $317K | Hold |
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|
2019
Q1 | $329K | Sell |
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|
2018
Q4 | $346K | Hold |
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|
2018
Q3 | $406K | Sell |
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|
2018
Q2 | $362K | Hold |
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|
2018
Q1 | $407K | Sell |
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|
2017
Q4 | $457K | Sell |
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|
2017
Q3 | $420K | Sell |
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|
2017
Q2 | $409K | Buy |
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|
2017
Q1 | $363K | Buy |
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|
2016
Q4 | $403K | Buy |
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|
2016
Q2 | $344K | Hold |
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|
2016
Q1 | $471K | Sell |
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|
2015
Q4 | $602K | Sell |
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|
2015
Q3 | $736K | Hold |
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|
2015
Q2 | $1M | Sell |
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|
2015
Q1 | $1.06M | Sell |
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|
2014
Q4 | $1.33M | Sell |
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|
2014
Q3 | $1.38M | Sell |
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|
2014
Q2 | $1.68M | Sell |
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|
2014
Q1 | $2.19M | Buy |
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|
2013
Q4 | $1.93M | Buy |
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|
2013
Q3 | $1.51M | Sell |
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|
2013
Q2 | $1.31M | Buy |
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