Hexavest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,943
| Closed | -$249K | – | 345 |
|
|
2021
Q1 | $249K | Sell |
9,943
-4,753
| -32% | -$119K | 0.01% | 248 |
|
|
2020
Q4 | $374K | Hold |
14,696
| – | – | 0.01% | 215 |
|
|
2020
Q3 | $218K | Hold |
14,696
| – | – | 0.01% | 257 |
|
|
2020
Q2 | $228K | Hold |
14,696
| – | – | 0.01% | 265 |
|
|
2020
Q1 | $167K | Hold |
14,696
| – | – | ﹤0.01% | 283 |
|
|
2019
Q4 | $246K | Hold |
14,696
| – | – | ﹤0.01% | 289 |
|
|
2019
Q3 | $252K | Buy |
+14,696
| New | +$252K | ﹤0.01% | 280 |
|
|
2014
Q2 | – | Sell |
-1,800
| Closed | -$133K | – | 467 |
|
|
2014
Q1 | $133K | Buy |
+1,800
| New | +$133K | ﹤0.01% | 280 |
|