First Trust 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
Q2 | – | Sell |
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|
2021
Q1 | $2.96M | Sell |
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|
2020
Q4 | $13.8M | Buy |
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2020
Q3 | $5.36M | Sell |
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|
2020
Q2 | $6.43M | Sell |
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|
2020
Q1 | $7.17M | Sell |
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|
2019
Q4 | $11M | Buy |
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|
2019
Q3 | $10.8M | Buy |
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|
2019
Q2 | $9.98M | Buy |
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|
2019
Q1 | $9.19M | Buy |
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|
2018
Q4 | $8.97M | Buy |
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|
2018
Q3 | $8.29M | Buy |
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|
2018
Q2 | $5.88M | Buy |
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|
2018
Q1 | $6.34M | Sell |
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|
2017
Q4 | $12.6M | Buy |
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|
2017
Q3 | $10.9M | Buy |
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|
2017
Q2 | $10.1M | Sell |
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|
2017
Q1 | $10.9M | Buy |
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|
2016
Q4 | $8.66M | Sell |
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|
2016
Q3 | $8.72M | Sell |
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|
2016
Q2 | $12M | Sell |
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|
2016
Q1 | $21.7M | Buy |
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|
2015
Q4 | $16.5M | Buy |
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|
2015
Q3 | $13.7M | Buy |
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|
2015
Q2 | $6.53M | Buy |
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|
2015
Q1 | $2.85M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2.5M | Sell |
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|
2014
Q2 | $11.6M | Sell |
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|
2014
Q1 | $16.1M | Buy |
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|
2013
Q4 | $9.73M | Buy |
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|
2013
Q3 | $4.63M | Sell |
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|
2013
Q2 | $5.69M | Buy |
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