Guggenheim Capital’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 | $678K | Buy |
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|
2020
Q4 | $602K | Sell |
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|
2020
Q3 | $373K | Sell |
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|
2020
Q2 | $655K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Sell |
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|
2019
Q3 | $268K | Sell |
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|
2019
Q2 | $472K | Sell |
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|
2019
Q1 | $699K | Sell |
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|
2018
Q4 | $920K | Sell |
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|
2018
Q3 | $1.86M | Sell |
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|
2018
Q2 | $2.22M | Sell |
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|
2018
Q1 | $2.9M | Buy |
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|
2017
Q4 | $3.09M | Sell |
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|
2017
Q3 | $3.4M | Buy |
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|
2017
Q2 | $2.39M | Buy |
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|
2017
Q1 | $1.78M | Sell |
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|
2016
Q4 | $2.17M | Buy |
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|
2016
Q3 | $1.03M | Sell |
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|
2016
Q2 | $3.87M | Buy |
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|
2016
Q1 | $5.04M | Buy |
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|
2015
Q4 | $3.51M | Sell |
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|
2015
Q3 | $5.31M | Sell |
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|
2015
Q2 | $7.58M | Buy |
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|
2015
Q1 | $6.79M | Buy |
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|
2014
Q4 | $889K | Sell |
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|
2014
Q3 | $10.4M | Buy |
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|
2014
Q2 | $12.4M | Sell |
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|
2014
Q1 | $15.7M | Buy |
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|
2013
Q4 | $13.4M | Buy |
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|
2013
Q3 | $7.63M | Sell |
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|
2013
Q2 | $6.59M | Buy |
|