Great Lakes Advisors’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
Q2 | – | Sell |
-288,624
| Closed | -$4.99M | – | 582 |
|
|
2019
Q1 | $4.99M | Sell |
288,624
-59,675
| -17% | -$1.03M | 0.11% | 204 |
|
|
2018
Q4 | $6.3M | Buy |
348,299
+59,770
| +21% | +$1.08M | 0.15% | 161 |
|
|
2018
Q3 | $6.11M | Buy |
+288,529
| New | +$6.11M | 0.13% | 159 |
|
|
2015
Q3 | – | Sell |
-33,071
| Closed | -$1.57M | – | 586 |
|
|
2015
Q2 | $1.57M | Buy |
33,071
+16,141
| +95% | +$764K | 0.05% | 269 |
|
|
2015
Q1 | $839K | Buy |
+16,930
| New | +$839K | 0.03% | 366 |
|