GAM Holding’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-46,676
| Closed | -$802K | – | 827 |
|
|
2019
Q3 | $802K | Sell |
46,676
-43,067
| -48% | -$740K | 0.04% | 446 |
|
|
2019
Q2 | $1.5M | Buy |
89,743
+62,616
| +231% | +$1.04M | 0.06% | 350 |
|
|
2019
Q1 | $469K | Sell |
27,127
-20,122
| -43% | -$348K | 0.02% | 640 |
|
|
2018
Q4 | $842K | Sell |
47,249
-17,052
| -27% | -$304K | 0.04% | 406 |
|
|
2018
Q3 | $1.36M | Buy |
64,301
+2,531
| +4% | +$53.6K | 0.05% | 378 |
|
|
2018
Q2 | $1.11M | Sell |
61,770
-18,818
| -23% | -$338K | 0.04% | 447 |
|
|
2018
Q1 | $1.63M | Sell |
80,588
-4,679
| -5% | -$94.6K | 0.06% | 331 |
|
|
2017
Q4 | $1.91M | Buy |
+85,267
| New | +$1.91M | 0.06% | 383 |
|